Organization Home

Access your organization's Home page to get set up, navigate to management tools, and find helpful resources for your team.

Organization Home page with setup instructions and management links

Organization Home page showing setup instructions, management links, and resource cards

Learn how to navigate your organization Home page, access setup resources, and manage your organization.

Inviting Members

Add team members to your organization by sending invitations. You can invite members individually, add multiple members at once, or bulk upload via CSV.

Invite members modal with email input and role selection

Invite members modal showing email input, role selection, and CSV upload option

Discover how to invite team members, assign roles, and use bulk invitation methods.

Managing Members

View and manage all organization members, track seat usage, handle pending invitations, and update member roles and permissions.

Members tab with seat usage, members list, and pending invites

Members tab showing seat usage, current members list, and pending invites

Learn how to manage member roles, view seat usage, and handle member-related tasks.

Billing

Manage your organization's subscription, update seat counts, view billing information, and configure billing addresses.

Billing tab with subscription details, seat count, and billing address

Billing tab showing subscription details, seat count, and billing address options

Learn how to manage subscriptions, update seats, and configure billing information.

Models (Organization Management for AI)

The Models section is the organization management area for AI configuration. It appears as a top-level item in the sidebar with two tabs: Models (general settings, allow-lists, processing mode) and API Keys (OpenAI, Anthropic, GCP credentials).

Models section with general settings and API keys configuration

Models section showing general settings and API keys configuration

Configure model allow-lists, processing mode, and API keys for your organization.

Long Term Memory

Configure context capture settings, application sources, denied websites, and default models for memory processing. Long Term Memory is a top-level item in the sidebar.

Long Term Memory section with Memory Formation toggles and Default Models

Long Term Memory section showing Memory Formation toggles and Default Models

Configure context capture, application sources, denied websites, and default models for LTM.

Organization Settings

Configure organization-wide settings that sync to team members' Pieces Desktop and PiecesOS installations. Settings includes General (contact info, address) and Features (External Cloud, Analytics toggles).

Settings page with General and Features tabs

Settings page showing tabs for General and Features

Discover how to configure organization settings and control feature toggles.

Next Steps

Now that you understand organization management, learn about Account Settings to manage your personal account, or explore how to create and join organizations.