The hierarchy: Organisation, Department, Resource
Everything in Nexalytica lives inside a three-level structure. Your company is the Organisation, teams within it are Departments, and the things people actually create and work with are Resources.- Organisation — your company, and the top-level container for everything. It has a name, a web address slug, a description, and a logo. Whoever created it is its permanent creator, and it carries company-wide settings such as the external-sharing toggle.
- Department — a team or division inside the organisation, such as Finance or Marketing. It has a name, a description, and a colour for quick recognition. Most resources belong to a department.
- Resource — the actual content and tools you build: dashboards, data sources, chats, agents, files, and folders. Every resource sits inside the organisation and (in most cases) a department.
Definitions
| Term | What it means |
|---|---|
| Organisation | Your company / tenant. Holds all members, departments, and resources, plus company-wide settings. |
| Department | A team inside the organisation. Resources are scoped to a department (chats can be organisation-wide). |
| Dashboard | A page of charts and visuals built from your connected data. |
| Data Source | A connection to your data. Comes in two kinds: data store (a database for live querying) and vector store (data prepared for AI semantic search). |
| File | An individual uploaded document or item, organised in folders. |
| Folder | A container that groups files and other folders together. |
| Chat | A conversation with an AI agent over your data, including any tables, charts, and SQL produced. |
| Agent | A configurable AI assistant that answers questions, runs analyses, or operates autonomously in the background. |
| Creator | The person who originally made a resource. This never changes and is kept for audit and history. |
| Owner | The person who currently controls a resource — they can share it, delete it, or hand it to someone else. Ownership can be transferred. |
| Owned resource | A resource you created or that was transferred to you; you control it fully. |
| Shared resource | A resource someone else owns but has shared with you, as a Viewer or an Editor. |
Owner vs Creator
- The creator is a permanent record of who first made the resource. It cannot be changed and exists so there is always an accurate history of where something came from.
- The owner is who controls the resource right now — sharing, deleting, and transferring it. Ownership can be passed to another person. At the moment a resource is created, the creator and owner are the same person; they only differ after ownership is transferred.
Owned vs Shared
Your listings are private by default. A resource shows up for you only if:- You own it — you created it or it was transferred to you, or
- It was shared with you — directly, with your department, or with the whole organisation.
The tabbed workspace
Nexalytica works like a modern browser. When you open a resource, it appears as a tab along the top of your workspace, and the main area swaps to show it while your navigation stays in place. You can keep several resources open at once and switch between them by clicking their tabs.- Click a resource to open it in the current tab.
- Cmd-click (Mac) or Ctrl-click (Windows), or middle-click on a resource to open it in a background tab — it loads behind the scenes without pulling you away from what you are doing, ready for when you switch to it.
Who can use it
- Everyone uses the same building blocks — organisations, departments, resources, owner/creator, and the tabbed workspace all apply to every user.
- Members and Employees can create resources only within a department they belong to.
- Owners of a resource (regardless of org role) control sharing, deleting, and ownership transfer for that resource.
- Viewers can only read a shared resource; Editors can read, edit, copy, and re-share it at or below their own level.
- Organisation Owners and Admins have the broadest reach across the organisation, including an audited admin view of members’ resources.