Organization — Institutional Workspace & Team Management

ES Reference: Phase 4 (INTOS-ES-P4-001) — Institutional Workspace, Section 8

Overview

Organization mode extends Interview OS from an individual product into a platform usable by outplacement providers, career centers, universities, and corporate talent development teams. Institutions can manage members, create cohorts, assign preparation work, review submissions, and view aggregate analytics — all while preserving individual ownership and privacy.

Individual users remain first-class owners of their data. Institutional membership and advisor access are explicit scoped relationships; data is never automatically transferred to an organization.

Key Principles

• Individual ownership preserved — your career data is yours; organization membership does not transfer ownership
• Explicit sharing, not automatic — users see exactly what the organization can access
• Private vs. submitted content is distinct — clearly labeled in the UI
• No employer surveillance — institutional administration must not become candidate monitoring
• Small-group privacy — aggregate reports suppress or coarsen small cohorts to prevent re-identification
• Offboarding path — members leaving an organization retain their individual data with export option

Organization Roles

Role	Capabilities	Restrictions
Individual User	Own personal career data, jobs, kits, practice, outcomes, offers; grant/revoke access	Cannot access other users by default
Institution Member	Use organization entitlement; control personal sharing	No cohort-wide exposure of private content
Institution Advisor	Access assigned learners; view submissions; provide feedback under policy	No offers, restricted evidence without explicit grant
Organization Admin	Manage membership, entitlements, cohorts, assignments; view aggregate analytics	No detailed resumes, recordings, or answers by default
Support Admin	Time-bound audited support actions under least privilege	No broad content browsing

Screens in This Feature Area

1. Organizations List (/dashboard/organization)

Organizations you belong to or manage, with role badges and workspace context.

Buttons & Actions:

Button	Behavior
Create Organization	Set up a new organization workspace
Organization Card (click)	Enter the organization workspace
Switch Workspace	Toggle between personal and org workspace (WorkspaceSwitcher)

2. Create Organization (/dashboard/organization/new)

Set up a new organizational workspace with policy configuration.

Key Fields:

Field	Description
Organization Name	Legal or display name
Type	Outplacement, university, corporate L&D, career center, other
Region	Primary operating region (for data residency/policy defaults)
Plan	Institutional subscription plan
Retention Policy	Data retention period for member data after offboarding
Sharing Defaults	Default visibility policy for cohorts and assignments
Allowed Features	Which features are available to members

Buttons & Actions:

Button	Behavior
Create Organization	Finalize organization setup
Configure Policies	Set retention, sharing, and feature policies
Cancel	Discard and return

3. Organization Detail (/dashboard/organization/[id])

Organization workspace with membership, cohorts, assignments, and analytics tabs.

Buttons & Actions:

Button	Behavior
Invite Members	Add members by email with role assignment
Manage Roles	Change member roles (member, advisor, admin)
Suspend / Remove Member	Suspend access or remove member (individual data preserved)
View Cohorts	See all cohorts with member counts and advisor assignments
View Analytics	Organization-level aggregate analytics dashboard
Settings	Organization-level configuration and policies
Export	Export organization data per policy

4. Cohort Management

Create and manage groups of learners for structured programs.

Cohort Fields:

Field	Description
Cohort Name	Display name
Dates	Start and end dates
Advisors	Assigned advisor(s) for this cohort
Members	Learner members
Visibility Policy	What advisors can see vs. what stays private

Buttons & Actions:

Button	Behavior
Create Cohort	Set up a new learner cohort
Add Members	Assign members to cohort
Assign Advisor	Designate advisor(s) for the cohort
Edit Cohort	Modify cohort details
Archive Cohort	Archive completed cohorts

5. Assignments

Create preparation assignments from templates or custom definition, targeting individuals or cohorts.

Assignment Fields:

Field	Description
Title	Assignment name
Type	Evidence building, story creation, answer preparation, practice session, kit generation
Description	Instructions and expectations
Target	Individual user(s) or entire cohort
Due Date	Completion deadline
Template	Optional reusable assignment template

Buttons & Actions:

Button	Behavior
Create Assignment	Define and assign preparation work
Use Template	Start from a saved template
View Submissions	Review learner submissions
Provide Feedback	Leave feedback on a submission
Mark Complete	Sign off on completed assignment

6. Submissions

Learners submit completed assignments for advisor review.

Buttons & Actions (Learner):

Button	Behavior
Submit for Review	Submit completed work to advisor
View Feedback	See advisor feedback
Resubmit	Address feedback and resubmit

Buttons & Actions (Advisor):

Button	Behavior
Review Submission	View submitted work
Approve / Request Changes	Accept submission or request revision
Leave Feedback	Provide structured or free-form feedback

7. Aggregate Analytics (Institution)

Organization admins can view aggregate analytics with privacy thresholds enforced.

Allowed Measures:

Metric	Description
Activation	Members active, invited, suspended
Preparation Progress	Aggregate readiness trends, assignment completion rates
Feature Adoption	Kit generation, practice sessions, evidence building at aggregate level
Cohort Comparison	Aggregate comparison across cohorts

Restricted from Aggregate View:

• Raw resumes, answers, transcripts, or recordings
• Individual readiness scores (only aggregates above suppression threshold)
• Offer data (completely excluded)
• Small-group identity (suppressed/coarsened below minimum group size)

8. Organization Offboarding

When a member leaves or an organization is archived:

• Member retains all individual data
• Organization-shared resources may be copied or removed per policy
• Member transitions to personal workspace
• Organization data export available per retention policy
• Audit trail of offboarding actions

Workspace Switching

Use the WorkspaceSwitcher in the sidebar (desktop) or mobile header to toggle between personal and organization workspaces. Data, settings, navigation, and feature availability are scoped to the active workspace.

Clear visual distinction between personal and organization context is maintained at all times.

Privacy Controls

• Users see exactly what the organization can access at all times
• Private content and submitted content are visually and contextually distinct
• Small-group reports are suppressed or coarsened to prevent re-identification
• Organization policy cannot silently override individual privacy rights
• Opt-out from aggregate analytics available at individual level

Related ES Requirements

ID	Requirement
P4-E05	Organizations, cohorts, learners, assignments and aggregate analytics
P4 Institution	Individual users remain first-class owners; data not automatically transferred
P4 Institution	Users see exactly what organization can access; private/submitted distinction
P4 Institution	Small-group reports suppressed/coarsened; no employer surveillance
P4 Institution	Offboarding includes export, retention, and member transition
AC-05	Organizations, memberships, cohorts, assignments, submissions and aggregate analytics meet privacy rules

Related Docs

• [[coach]] — Coaches can operate within institutional workspaces with additional policy controls
• [[admin]] — Platform-level admin operations complement organization-level admin
• [[settings]] — Workspace switching and privacy defaults configured in Settings
• [[billing]] — Institutional billing, seats, and entitlements