Administration

The Administration section provides tools for managing organizations, users, and invitations. These features are available to users with Admin or Org Admin roles.

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Role Requirements

Feature	Admin	Org Admin	User
Organizations	Full access	View own	-
Users	Full access	Own org only	-
Invitations	Full access	Own org only	-

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Organizations

Organizations are the top-level entities that group users and data. Each organization operates as an isolated tenant.

Organizations List

Navigate to Organizations from the Administration menu.

The list displays:

• Name - Organization display name
• Code - Unique identifier
• Description - Organization details
• Tier - Subscription tier
• Actions - Edit and delete options

note

Only Admin users can access the Organizations management page.

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Creating an Organization

1. Click the New Organization button
2. Fill in the organization details:

Field	Required	Description
Name	Yes	Organization display name
Code	Yes	Unique identifier (e.g., "ACME")
Description	No	Additional information
Tier	No	Select subscription tier (Admin only)

3. Click Save to create the organization

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Organization Tiers

Each organization can be assigned a subscription tier that determines:

• AI usage limits
• Available features
• Cost structure

See AI Models & Tiers for more information.

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Deleting an Organization

warning

Deleting an organization is a significant action. It may affect all users and data within that organization.

1. Navigate to the organization detail view
2. Click Delete
3. A confirmation dialog will appear
4. Confirm to permanently delete the organization

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Users

Users are individual accounts that can access the system. Each user belongs to an organization and has a specific role.

Users List

Navigate to Users from the Administration menu.

For Admin users:

• Use the organization selector at the top to filter users
• View users from any organization
• Check "Global Administrators" to see admins without an organization

For Org Admin users:

• See only users within your organization

The list displays:

• Email - User's email address (login)
• Name - Display name
• Role - User's role (Admin, Org Admin, User)
• Organization - User's organization
• Actions - Edit and delete options

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Creating a User

1. Click the New User button
2. Fill in the user details:

Field	Required	Description
Email	Yes	Email address (used for login)
Name	Yes	Full display name
Password	Yes	Initial password
Role	Yes	Select user role
Organization	Yes	Select organization (Admin only can choose)

3. Click Save to create the user

Role Restrictions

• Admins can create users with any role in any organization
• Org Admins can only create users with User or Org Admin roles in their organization
• Org Admins cannot assign the Admin role

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User Roles

Role	Description
Admin	Full system access, can manage all organizations
Org Admin	Manages users and data within their organization
User	Standard access to assigned resources

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Editing a User

1. Click on a user in the list
2. Click Edit
3. Modify user details (password can be left blank to keep current)
4. Click Save

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Deleting a User

1. Navigate to the user detail view
2. Click Delete
3. A confirmation dialog will appear
4. Confirm to permanently delete the user

warning

Deleted users cannot recover their account. All associated session data will be removed.

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Invitations

Invitations allow you to invite new users to join the system via email.

Invitations List

Navigate to Invitations from the Administration menu.

For Admin users:

• Use the organization selector to filter invitations
• View invitations for any organization

The list displays:

• Email - Invited email address
• Role - Role assigned to invitation
• Status - Pending, accepted, or expired
• Actions - View and delete options

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Sending an Invitation

1. Click the Send Invitation button
2. Fill in the invitation details:

Field	Required	Description
Email	Yes	Email address to invite
Role	Yes	Role for the new user
Expires in Seconds	No	Custom expiration time (optional)

3. Click Send to create and send the invitation

Invitation Process

1. An invitation email is sent to the specified address
2. The recipient clicks the link in the email
3. They complete their account setup
4. The invitation is marked as accepted

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Invitation Status

Status	Description
Pending	Invitation sent, awaiting acceptance
Accepted	User has completed registration
Expired	Invitation link has expired

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Invitation vs. Direct User Creation

Feature	Invitation	Direct Creation
Email required	Yes	Yes
Password	User sets own	Admin sets
Verification	Email link	None
Best for	External users	Internal users

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Deleting an Invitation

1. Find the invitation in the list
2. Click Delete
3. Confirm the deletion

Deleting a pending invitation prevents the recipient from using the link.

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Best Practices

Organizations

• Use clear, descriptive names
• Create consistent code formats
• Assign appropriate tiers based on needs
• Review organization settings regularly

Users

• Assign minimum necessary roles
• Use invitations for external users
• Review user list periodically
• Remove inactive users promptly

Invitations

• Set reasonable expiration times
• Follow up on pending invitations
• Delete unused invitations
• Track invitation acceptance rates

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Troubleshooting

Cannot See Organizations

• Verify you have Admin role
• Check that you're logged in correctly
• Contact your administrator

Cannot Create Users

• Check your role permissions
• Verify organization access
• Ensure all required fields are filled

Invitation Not Received

• Check spam/junk folders
• Verify email address is correct
• Resend the invitation
• Check email service configuration