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Organization Management: Manage Workspaces in Torq

Learn how Organization Managers can access key metrics and information for all the organization's workspaces in a single glance.

Track key metrics and gain visibility into your organization’s workspaces in Torq from the Organization Management page.

Users with the Organization Manager role can access this page, which provides comprehensive organization-level administrative visibility and control over org-managed objects. From here, they can view the full list of workspaces, identify workspace owners, and monitor key metrics related to the Torq license. These insights support better governance, improve transparency, and help optimize how your organization uses Torq.
In addition, users with the Organization Viewer role have access to the same page and information, but with read-only permissions.

  • This article doesn’t apply to organizations using the Extend pricing, where AI Tasks, AI Agents, and Socrates all use the same AI Credits pool. For guidance on this model, refer to AI Pricing Model: Monitor and Track AI Credit Consumption.

  • To maintain data segregation, the Organization Manager can access high-level information about all the organization's workspaces without required membership in each workspace.

  • The Organization Management page displays key metrics related to your Torq license. For more details about your license, contact your Customer Success Manager.

Access the Organization Management page

Contact Torq support to set up an Organization Management page for your organization.

  1. Access the Organization Management page: Click on Organization Management at the bottom of the workspaces list.

    • Only users with the Organization Manager role can see the Organization Management option in their workspaces list.

    • Organizational metrics can be viewed on the Monitor > Workspaces page.

    • Org-managed objects can be found on Manage pages such as Cases Dashboards.

  2. Invite additional Organization Managers: The Organization Manager can invite additional users either directly or via SSO using appropriate claims mapping. Each claim should be mapped to the relevant role in Torq.

    • Email-based mapping: Use email as the claim name and the user’s email address as the value.

    • Group-based mapping: Use groups as the claim name and the group name from the IdP as the value.

Understand the metrics

All the organization's workspaces are listed, with each entry including the following details:

  • Metrics:

    • Workspace Plan: The workspace's current pricing plan.

    • Workflows: The number of billable workflows in the workspace includes all published workflows, excluding:

    • Nested workflows: The number of published workflows classified as nested only.

    • Workflow editors: The number of users with the necessary privileges to edit workflows, including those assigned the Creator, Contributor, or Owner roles.

    • Case operators: The number of users with the privileges required to manage and perform actions on cases, including those assigned the Cases Analyst or Owner roles. This metric is only applicable to workspaces with case management enabled.

    • Runners: The number of self-hosted step runners in the workspace.

  • Monthly Socrates usage: The number of cases in which Socrates was used. Click the metric to view the value against the allocated license quota (see more details below).

    • This metric applies only to workspaces with Socrates enabled.

    • Click the metric to view historical usage trends over previous months.

  • Monthly AI Task usage: The number of AI Task operator execution credits, measured against the allocated license quota. Additionally, view whether credits are allocated at the workspace or organization level.

    • This metric applies only to organizations that have opted into Torq AI features.

    • Click the metric to view historical usage trends over previous months.

  • Owners List:

    • A list of users who have the Owner role in the workspace.

Read more about user roles and scopes.

Monthly Socrates usage

This section provides insight into the total number of cases where Socrates was used, either through analyst chat messages or case assignments, compared to the license quota.

Each case where Socrates is used is counted only once, with unlimited usage allowed per case. The case is recorded on the day Socrates is first used.

The daily cutover is based on UTC.

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