Organizations
Open in CMSField-by-field reference for the Organizations page and the Organization screens. The Organizations page opens from the account menu, the organization name in the top bar, or the organization and agent switcher; an organization's screens open from its Settings tab and Agents tab there. Pages follow the screens: the Organizations page first, then the Settings menu, then each section the menu opens (Users, Budget Groups, AI Models, Personalization, Privacy) in menu order, with the agent pages opened from the Agents tab after Budget Groups. For step-by-step walkthroughs, see the Organization section.
| Page | What it covers |
|---|---|
| Organizations | Every organization you belong to and its agents: open or manage an agent, manage, create, and leave organizations, and the switcher in the top bar. |
| Organization Menu | The organization's Settings tab: the menu that opens each section, including Delete. |
| Users | The Users page: organization users, their roles and budget groups, and Invite User. |
| Billing Transfer | Handing the Billing role to another user (top of the Users page). |
| Invitations | Inviting people and tracking pending invitations (on the Users page). |
| Budget Groups | The Budget Groups page: groups of users with their own monthly credit limits. |
| Agents | The Agents tab, and the Manage page with each agent's admin actions. |
| Agent Contributors | Which Builders may configure an agent, and what each may read. |
| Audit Trail | The log of changes to an agent's configuration. |
| Agent Transfer | Moving an agent to another organization. |
| AI Models | The AI Models page and its Models, Sources and Tasks tabs: turn models on or off, add your own provider keys, connect your Claude or ChatGPT subscription, and choose the model for each feature and task. |
| Personalization | The Personalization page: the staff-access and special-category switches, and the per-agent limits for memory fields and prompt token budget. |
| Privacy | The Privacy page: Privacy Mode and its retention settings. |