Organisations, members and roles

1. 1

   Open the organisation admin area

   Click Organization in the sidebar.

   You'll see: A menu with Overview, Org Usage, Members, Manage Roles, Integrations and Settings.

   Tip: LLM Providers also appears when your plan and role allow organisation AI providers.

2. 2

   Invite a teammate

   Click Members. In the Invite member card, type their email address and click Invite.

   You'll see: The message Invitation sent. and a row for them under Pending invitations, marked Pending.

   Tip: With built-in sign-in the card has a Role menu and Send invite, and each pending row has New link and Cancel.

3. 3

   Check the invite

   Under Pending invitations, find their row. The Expires column shows the last day the invite works, 7 days after you sent it.

   You'll see: After they accept, they leave this list and appear under All members as active.

   Tip: Don't send another invite unless the first has expired.

4. 4

   Give someone an extra role

   In All members, click the actions icon on their row and choose Manage role. Open Assign a role… and pick one of your roles.

   You'll see: The role shows in the dialog's list of assigned roles. The membership role (Owner, Admin or Member) is marked protected.

5. 5

   Create a custom role

   Click Manage Roles, then Create role. Fill in Role name and Description, tick permissions (use Search permissions to find them), then click Create role again to save.

   You'll see: Your role is listed on the Organization roles page and can be given to members.

6. 6

   Let a company email domain join automatically

   Click Settings. Under Email domains, type the domain (for example acme.com) and click Add domain. Click the mail icon on its row, enter an address at that domain in Verification email and click Send verification.

   You'll see: The domain shows PENDING until someone opens the emailed link, valid for 24 hours, then VERIFIED.

   Tip: From then on, people with that domain join the organisation when they sign in.

7. 7

   Set up shared AI providers and apps

   Click LLM Providers and Add provider to add the organisation's own key. Click Integrations and Connect for everyone to connect a team account once.

   You'll see: Members can pick the organisation's models in chats, and use the team app account, without handling the keys.

8. 8

   Check usage

   Click Overview for Tokens Today and Tokens This Month. Click Org Usage and narrow with All members, All providers, All models and the 7d, 30d, 90d or All buttons.

   You'll see: Tokens and a provider breakdown for the member, model and period you chose.

Troubleshooting

If something doesn't work

I don't see an Organization link

It only shows for organisation owners and admins. Ask an owner to change your role, or check you are signed in to the right account.

The invite link says it has expired

Invites last 7 days. Check the Expires column under Pending invitations, then send a fresh one from Invite member.

The domain is still PENDING

The emailed link lasts 24 hours and goes to the address you typed. Click the mail icon on the domain row and choose Resend verification.

A teammate can't see a menu item

Menu items follow role permissions. Open Manage Roles and check the role they hold carries the permission, or move them to a role that does.