Organizations
Organization management
The screen where organization owners and admins configure the organization.
Change organization settings under Organization management in the account menu. It opens only for owners and admins of the currently selected organization workspace. For the permissions of each menu, see Roles and permissions.
Organization
| Menu | What it does |
|---|---|
| General settings | Sets the organization instructions (applied to all organization conversations; they take precedence over personal instructions) and the web search policy. |
| Organization members | Invite members and manage pending invitations, change roles, assign seats (Business Standard and Premium), set monthly usage limits per member, check usage |
| Install approvals | Approve or reject plugin installs that members request. |
Web search policy
| Policy | Behavior |
|---|---|
| Open | Search all websites. |
| Blocklist | Search all websites except the domains you register. |
| Allowlist only | Use results only from the domains you register. |
You can also turn off web search entirely. Changes to organization instructions can take up to 1 hour to be applied.
AI
| Menu | What it does |
|---|---|
| Organization plugins | Register plugins for the organization only, and decide whether member installs require approval. |
| Chatbots | Create chatbots to place on the organization's website. Register the base domain and configure the token, install code, and chatbot screen. |
| Billing | Plan and seat payments, payment methods, payment history, and credits. Only owners can pay and make changes. See Payment. |
| Usage | View organization and member usage. |
Security and data
| Menu | What it does |
|---|---|
| Audit log | View the organization's activity records. The level of detail depends on the seat type. When tamper-proofing is turned on, logs are recorded on the blockchain every hour, and the top of the page shows whether logs were changed or deleted after recording. |
| Drive management | Create and rename organization shared drives. Only owners can delete them. |
| SSO settings | Connect your company IdP, verify domains, and set up SCIM. See SSO and SCIM. |
| Data governance | Set the data retention period and personal detail hiding. |
| Organization API | Manage per-member Keural API access and organization-issued keys. |
Data governance
- Not used for training: Organization conversations and files are not used for AI training.
- Data retention: 30 days · 90 days · 180 days · 365 days · Do not delete. Conversations and chat attachments past the retention period are purged automatically. Drive files are not subject to purging. If you shorten the period, existing data past the new period is deleted soon and cannot be recovered.
- Hide personal details: When on, some resident registration numbers, card numbers, phone numbers, and email addresses are masked in requests sent to external cloud models. Requests are not blocked, and requests sent to in-house models are not affected.