Organization Overview | Pieces Docs

Guide to using the organization Home page, accessing setup resources, managing members, and navigating organization features.

Organization Home

The Home page is your central dashboard for managing your organization in the Pieces User Portal. The sidebar gives you quick access to Members, Models, Long Term Memory, Billing, and Settings.

Organization Home page with Setup, Manage, and Resources sections

Organization Home page with Setup, Manage, and Resources sections

How to Get to Your Organization

Go to [portal.pieces.app](https://portal.pieces.app) and sign in. Or from Pieces Desktop, click your `User Profile` in the top left → `Settings` → `Account`. In the *sidebar*, click the *organization dropdown* at the top (shows your org name). Select the organization you want to access. The Home page shows setup instructions, management links, and resources. Use the sidebar to jump to any section.

How to Get to Each Section

Use the sidebar to reach the main organization areas:

Click `Members` in the sidebar to view members, seat usage, and pending invites. Click `Invite people` to add new members. Click `Models` in the sidebar to configure AI models and API keys. Use the *Models* tab for provider toggles and allow-lists; use the *API Keys* tab to add credentials. Click `Long Term Memory` in the sidebar to manage context capture, blocked applications, blocked websites, and default models. Click `Billing` in the sidebar to view your plan, change seats, and manage billing contact. Owners and Admins only. Click `Settings` in the sidebar to configure General (org name, contact, domains) and Features (External Cloud, Analytics). Owners and Admins only.

Setup, Manage, and Resources

The Home page body has three areas:

  • Setup — Prompts to sign in with your account email in Desktop & PiecesOS, plus buttons to open or download Pieces Desktop.
  • Manage — Cards that link directly to Members, Models, and Billing. Click a card to jump to that section.
  • Resources — Links to documentation, pro tips, support, and GitHub.

Next Steps

Invite members, configure Models and API keys, or check Settings for General and Features.