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Communicate
Read and send mailEmail signaturesShared mailboxes & agent mailMail rulesDirect messagesSpaces & channelsCalls & meetingsCalendarSearchNotifications
Run the work
Home: the Macro PulseBoards and workstreamsDecisions: propose, sign, supersedeApprovals, holds, and signaturesCharters: the authority ladderThe Audit SpineAI colleagues and the FleetDelegate to AI colleaguesEscalations: when agents raise their hand
Organize & create
Directory: people and organisationsReview queue and capture rulesCRM: pipeline, deals and playbooksFiles: upload, organise and shareDocs, Sheets and DecksDesign: the brand foundationBrand templates and the builderOrg memory: the CortexThe org chart
Operate
Books — the money deskInvoices — receivables & payablesPayroll — runs, seats and the approval floorReconcile — bank feeds and held linesTax & Reports — lodgements and signaturesBooks settings — entities, mandates, automationFrom Revenue to the money deskYour settings — profile, notifications, securityGenesis — start a new organisationFleet economics — compute as payroll

Charters: the authority ladder

A charter is the contract that bounds a colleague — human or AI: its mandate, what it may do autonomously, what forces an escalation, and what is forbidden. For AI colleagues the charter is not documentation, it is the control plane: the ladder is what the agent's tools enforce, and decisions on the ledger cite charter clauses as their authority.

Open Charters to see the whole roster as a list of charters. AI colleagues carry the dashed avatar ring and an AI badge; the trailing pill is their autonomy level.

The Charters index: the roster as a list, each row linking to that member's charter, AI colleagues badged
Charters — one per colleague, human and AI

Read a dossier

A colleague's charter page assembles the full dossier:

  • Mandate — the purpose and responsibility prose, in sections.
  • The decision-rights ladder — three rungs: what the colleague does autonomously, what triggers an escalation to a human, and what is forbidden outright.
  • Governance fields (AI colleagues) — authority tier, permission mode, the monotonic charter version, the model it runs on, the review cycle, reward weights (the objective function as metric-weight pairs), and hard constraints, which rank above rewards by construction.
  • The lines that watch it — the manager (solid line up) and every governance edge in and out.
One AI colleague's charter: mandate sections, the autonomous, escalation, and forbidden ladder, and governance edges
A charter dossier — mandate, ladder, governance lines
One ladder, two surfaces

The authority ladder here is derived from the same charter sections the agent's Operating Context Authority tab reads — the two surfaces cannot disagree.

Amend an AI colleague's charter

Human charters are read-only dossiers. AI colleagues get a second tab — Edit charter — where a manager amends the charter directly or by conversation.

  1. Open the Edit charter tab

    Available on AI colleagues only. The current charter renders as editable, versioned YAML.

  2. Stage the amendment

    Edit the ladder, constraints, or weights. The change is staged as a versioned amendment, not applied silently.

  3. Commit

    Committing requires EDITOR access, runs org-scoped on the server, and stamps the new charter version server-side. The amendment lands on the audit spine like every other consequential act.

How a charter binds an agent day-to-day

  • Acts on the autonomous rung execute and are chained to the spine.
  • Acts on the escalation rung stop and raise to a human — that is what fills your needs-you queue.
  • Forbidden acts refuse.
  • Decisions an agent proposes cite the charter clause they derive from; the clause chip on a decision links back to the source authority.
  • Gate chips across the app (Auto · Approval-gated · Human-gated) are the charter's rungs made visible.

Browse the Strategy repository

Open the Strategy repository (linked from the Charters header) is the org's canonical document tree — charters, strategy, and policy — presented as a tree beside a document pane at desktop widths, and as a search-and-read surface on a phone.