> For the complete documentation index, see [llms.txt](https://docs.rootcause.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rootcause.ai/start-here/navigation.md). # Setup Org and Workspace Before you begin any analytical work in RootCause, you need to be in the right place. All of the [seven-step workflow](/start-here/workflow.md) — from connecting data through producing reports — happens inside a workspace. Understanding the container model will help you stay organized as your work grows. ## Organization Your top-level account. Contains workspaces, users, and billing settings. Most companies have one organization with multiple workspaces for different teams or projects.
Organization home showing a grid of workspaces

The Organization home. Each card is a workspace — a self-contained analytical project.

Below the workspace cards, the **Manage** section links to organization-level pages, including [Organisation settings](/more-details/organisation-administration.md) (members, roles, and branding) and [API](/api-and-integrations/api-access.md) (keys and integrations for programmatic access). **View all** opens the full workspaces list, which is searchable by name, owner, or ID and includes an **Import workspace** action. ## Workspace A workspace is the collaboration boundary for a specific project or team. Each workspace has its own datasets, ontology, digital twins, simulations, and reports. Use workspaces to separate different analytical domains — marketing might have one workspace, operations another. To create a workspace, click the **New workspace** card on the Organization home. Give it a descriptive name — the name helps RootCause improve its analysis recommendations.
New workspace dialog with the name Customer Analytics entered and Cancel and Create buttons

Creating a new workspace. A descriptive name helps RootCause suggest relevant analysis as you work.

Opening a workspace lands on **Sources** — the de-facto workspace home (the workspace root URL redirects there). A new workspace starts empty, and the guided journey card walks you through the first steps — or click **Don't guide me in this workspace** to navigate freely.
A fresh workspace opening on the empty Sources page, with the top navigation bar and the setup journey card in the corner

A new workspace opens on Sources. The top navigation bar carries the six main sections, which map directly to the seven-step workflow.

## Main sections Within a workspace, six sections in the top navigation bar correspond to the stages of the workflow: | Section | Purpose | Workflow steps | | ----------------- | ------------------------------------------------------------------------------------------------------ | -------------- | | **Sources** | Import raw data — click **Import data** to upload files or set up connectors | Step 1 | | **Ontology** | Review and refine the semantic map built from your sources | Step 2 | | **Datasets** | Data views derived from your workspace sources — build the [360 Table](/user-guide/data-views.md) here | Step 3 | | **Digital Twins** | Build causal graphs, train twins, run simulations | Steps 4–6 | | **Reports** | Create and share analytical reports | Step 7 | | **Applications** | Build and run apps on your workspace's data | — | The **Applications** section sits outside the seven-step workflow: it is where finished analytical work gets operationalized. Applications are built on your workspace's data and Digital Twins, and their audience can run them without touching the underlying models. See [Applications](/more-details/applications.md). ## The platform toolbar The header above the main sections is the same everywhere in the platform: | Control | What it does | | ----------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Workspace switcher** | The current workspace's name, left of the section navigation. Click to jump to another workspace. | | **Search / command palette** (`⌘K`) | Search the workspace or run a command from anywhere. | | **Notifications** | Job completions and platform events. | | **Chat** (`⌘⇧J`) | Toggles the [RootCause Assistant](/more-details/rootcause-assistant.md) panel. | | **Help mode** | Turns on hover help: point at any element to learn what it does. | | **Account menu** | Your avatar, top right. Switch organizations, create a new organization, open **User settings** (profile, avatar, password) or **Organisation settings**, and log out. | The **Platform status** indicator next to the logo reports overall health; clicking it opens the Health Status page with per-component detail.