Team Collaboration

How to create an organization and work together with team members

Organization

An organization is a space where multiple people can use Loom together. Share skills, MCP servers, and database connections, and collaborate on files and sessions with team members.

Creating an Organization

  1. Click Create New Organization on the dashboard
  2. Enter an organization name and URL

Inviting Members

  1. Select the Members tab in the organization dashboard
  2. Click Invite Member
  3. Enter the email address and role of the person to invite
  4. An invitation email is sent

Roles

  • Owner: Billing management, organization settings, all permissions
  • Admin: Invite/remove members, manage shared resources
  • Member: Use shared resources

Teams

You can create teams within an organization to manage members in groups. Useful when sharing specific resources (MCP servers, database connections, etc.) with only certain teams rather than the entire organization.

Shared Resources

Resources that can be shared in an organization:

  • Shared Skills: Skills used together by team members
  • MCP Servers: External tool connections
  • Database Connections: Database connection information
  • Files: Share files you're working on
  • Sessions: Share AI conversation history

Reviewing the Process Together

When you only see the AI's final output, it's hard to tell if it's correct. You need to look at what plan the AI made and what steps it took to reach the result to catch bad judgments.

When you share an AI session in Loom, your teammates can see:

  • What instructions were given to the AI
  • What plan the AI made and in what order it executed
  • Intermediate results and final deliverables

This lets teammates spot where the AI misinterpreted something or missed a step. They can correct the instructions or continue the work to produce more reliable results.

Usage Monitoring

View total and per-member usage in the Usage tab of the organization dashboard.