Organization Settings & Team
Organization Settings is where admins manage branding, internal team access, and shared provider credentials.
Organization Settings & Team
Organization Settings is where admins manage branding, internal team access, and shared provider credentials.
What Lives In Organization Settings
The organization settings area has three tabs:
| Tab | What it manages |
|---|---|
| Branding | Company name, colors, logo, and welcome message |
| Team | Internal dashboard members and access |
| Provider Keys | Bring-your-own-key credentials shared across the organization |
Roles And Access
In general:
- support users can work inside agents
- admins and superadmins can manage organization-level settings
Billing, usage, and organization settings are intentionally separated from day-to-day agent operations.
Role Guide
| Role | Typical access |
|---|---|
| Support | Day-to-day work inside agent dashboards such as conversations, feedback, and operations |
| Admin | Organization management plus agent management |
| Superadmin | Same broad management access, usually with final ownership for tenant-level control |
Team Management Tips
- give the smallest role that still lets someone do their job
- remove stale access quickly when responsibilities change
- keep provider key access limited to trusted admins
- explain the difference between end users and team members to avoid confusion
Related Docs
Organization Workspace
Billing, usage, team, provider keys, and agent management.
Usage & Costs
Track provider spend across AI, voice, and ingestion.
Account & Login
Signup, verification, sign-in, password reset, and profile settings.
Agent Settings
Tune AI, retrieval, escalation, and voice defaults for one agent.


