Organization Menu
Open in CMSThe organization's own page, opened with Configure on the Organization List. It shows the organization's header and a menu: each tile opens one section of the organization as a page of its own.
Open the Organization pageHeader
| Back to Organizations | Returns to the Organization List. |
| Close (×) | Leaves the organization screens and returns to the CMS home. |
| Name and Type | The organization's initials, name, and type (Individual or Collective). |
| Delete | Deletes the organization after a confirmation. Shown only on a Collective organization, to an Owner who is its only user. |
| Leave | Opens the Leave confirmation. After you leave, you are taken back to the Organization List. Hidden while you hold the Billing role, and on your own Individual organization. Refused while you are the only Owner. |
Menu
Tiles are grouped under People, AI, and Settings. Each tile shows a one-line summary and opens its page.
| Tile | Group | Opens | Shown to |
|---|---|---|---|
| Users | People | Users: users, roles, budget groups, invitations, billing. The summary shows how many members the organization has. | Everyone |
| Budget Groups | People | Budget Groups: monthly usage caps for groups of users and builders. | Everyone |
| Agents | AI | Agents: the organization's agents. The summary shows how many there are. | Everyone |
| AI Models | AI | AI Models: models, sources (gateways and API keys), and feature defaults. | Owner/Admin |
| Personalization | AI | Personalization: what agents may remember about the people they talk to. | Everyone |
| Privacy | Settings | Privacy: conversation privacy mode and how long content is kept. | Owner/Admin |
A group with no tile for you is not shown, so users without Owner or Admin see no Settings group. Opening an Owner/Admin page directly by its address shows "Only organization Owners and Admins can open …" instead of the page.
Section Pages
| Back link | Every section page starts with a link showing the organization's name. It returns to this menu. |
| Address | Each section has its own address under the organization, for example /organization/<id>/users, so you can bookmark or share it. |
| Older links | Links from before the menu, which ended in ?tab=0 to ?tab=5, still open the matching page. A link to AI Models or Privacy stays on the menu for users without Owner or Admin. |
On a Phone
| Menu Layout | Below 600 px wide the tiles become a list of rows: icon, name, one-line summary, and an arrow. |
| Header Buttons | Leave and Delete sit under the organization's name. |
Related guide: Organization Overview