Documentation
Organization Overview
Your organization is the account your whole firm shares. Its settings cover who's on the team, your organization profile, and research controls that apply to every member.
Finding the settings
Go to Settings → Organization. Everyone can view the page, but only owners and admins can change anything; members see it read-only.
What's here
- Organization Details: your organization's name and description (and its domain, if set).
- Members: everyone on the team and any pending invitations. See Members & invitations.
- Web Search Settings and Knowledge Bases: organization-wide controls over what the research agent can reach. See Research controls.
- SharePoint and Google Drive integration cards: connect your firm's cloud storage. See SharePoint and Google Drive.
Editing your organization details
Owners and admins can edit the Organization Name and Description, then click Save Changes. If a Domain is set it's shown for reference but can't be edited here.
Organization vs project
These roles and settings are organization-wide. Project membership is managed separately on each project: see Managing team members. Someone must be in your organization before they can be added to a project.