Organising your work
Manage organisations, spaces, and folders to keep your process maps well-structured.
- Understanding organisationsAn organisation is the top-level container in BA Copilot. It groups your spaces, process maps, and team members together.
- Creating and managing spacesSpaces are where your process maps, chats, and folders live. Every organisation has two types: team spaces and private spaces.
- Team spaces vs private spacesTip: Many professionals use BA Copilot as their personal productivity tool — using private spaces to generate and refine process maps with AI, and only sharing the polished final versions in team spac
- Creating foldersFolders help you organise chats and process maps within a space.
- Moving and copying process mapsYou can move or copy process maps between spaces and folders. This is essential for workflows where you prepare work privately and then share it with your team.
- Searching for process mapsUse the search function to quickly find any chat, folder, or process map across your organisation.
- Pinning chats for quick accessPin frequently used chats to keep them easily accessible.
- Find your way around the dashboard sidebar and settingsThe reorganized sidebar, plus where API, MCP, and Team settings now live.
- Linked Process MapsConnect a high-level activity to the saved subprocess map behind it, then preview and move between parent and child maps.
- Organization Process DirectoryKeep people, teams, systems, and data objects consistent across organization process maps, with review, merges, and RACI.