> ## Documentation Index
> Fetch the complete documentation index at: https://pulze.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Organization Management
> Admin guide for managing and configuring organizations in Pulze
**Admin Access Required**: This guide covers organization-level settings and management features that require admin permissions. Users with viewer or editor roles have limited access to these features.
## Overview
As an administrator, you have full control over your organization's structure, settings, and access management. Organizations in Pulze are the top-level entity that contains all spaces, members, data, and resources. This guide covers everything you need to know about managing your organization effectively.
### Key Admin Responsibilities
* **Organization Settings**: Configure organization-wide defaults and branding
* **Member Management**: Control who has access and their permission levels
* **Resource Control**: Manage models, routers, assistants, and tools across the organization
* **API Key Management**: Generate and manage programmatic access
* **Billing & Plans**: Oversee subscription and usage across the organization
## Admin Dashboard Access
### Accessing Organization Settings
To access your organization's admin settings:
1. Click on your **profile icon** in the top right corner
2. Select your organization from the dropdown menu
3. Click **Manage Organization** to access the admin dashboard
The **Manage Organization** option is only visible to users with admin permissions.
### Switching Between Organizations
If you're an admin in multiple organizations:
1. Click your **profile icon** in the top right
2. Select the organization you want to switch to from the list
3. The interface will reload with the selected organization's context
Each organization has its own independent settings, members, spaces, and billing. When you switch organizations, you'll see only the resources belonging to that organization.
## Creating a New Organization
As an admin, you can create new organizations to separate different teams, projects, or clients:
1. Click your **profile icon** in the top right
2. Select **+ New Organization**
3. Configure the organization:
* **Organization Name** (required): Choose a clear, descriptive name
* **Logo URL** (optional): Brand your organization with a custom logo
* **Organization ID**: Automatically generated unique identifier for API integration
Creating a new organization creates a separate billing entity. Each organization has its own subscription plan and usage tracking.
## Organization Administration
### General Settings
Access comprehensive organization settings through **Manage Organization**:
#### Organization Profile
* **Organization Name**: Update your organization's display name
* This name appears throughout the platform for all members
* Choose a name that clearly identifies your team or project
* **Logo URL**: Set or change your organization's logo
* Supported formats: PNG, JPG, SVG (120x120 to 1800x1800 pixels)
* Logo appears in navigation and organization switcher
* **Organization ID**: Your unique identifier
* Read-only value used for API integrations
* Required when using the Pulze API programmatically
#### Default Router Configuration
Configure the default routing strategy for all spaces:
* Set organization-wide router preference
* Choose between Pulze managed routers or custom routers
* Individual spaces can override this setting if needed
The default router setting applies to all new spaces automatically. Existing spaces retain their configured routers unless you change them individually.
#### Conversation Naming Model
Select the AI model for auto-generating conversation titles:
* Affects all conversations across all spaces in the organization
* Helps maintain consistent, meaningful conversation naming
* Can be overridden at the space level if needed
### Member Administration
Control organization-wide access, roles, and permissions for all members.
Admin capabilities for member management:
* **View All Members**: See complete list with roles and permissions
* **Invite Members**: Send email invitations with predefined roles
* **Manage Permissions**: Adjust member roles (Admin, Editor, Viewer)
* **Space Access**: Control which spaces members can access
* **Remove Members**: Revoke organization access when needed
Permission levels you can assign:
* **Admin**: Full control over organization and all resources
* **Editor**: Can create and modify resources, limited admin access
* **Viewer**: Read-only access to resources they're granted access to
Use the principle of least privilege: grant members only the permissions they need for their role.
### API Key Management
Generate and manage programmatic access to your organization's resources.
As an admin, you can:
* **Create API Keys**: Generate keys with specific permission scopes
* **Scope Management**: Define exactly what each key can access
* **Monitor Usage**: Track API key activity and usage
* **Rotate Keys**: Update keys periodically for security
* **Revoke Access**: Immediately disable compromised keys
API key scopes include:
* Chat completions access
* Data management
* Conversation history
* Space management
* Model and router configuration
### Resource Control
Admins have organization-wide control over:
#### Models
* Enable/disable models across the organization
* Models disabled at org level are unavailable to all spaces
* Manage model visibility and access
#### Routers
* Configure custom routing strategies
* Set default routers for the organization
* Manage Pulze router versions
#### Assistants
* Control which assistants are available organization-wide
* Enable/disable assistants for all spaces
* Manage assistant visibility
#### Tools
* Enable/disable tools across the organization
* Control tool access and permissions
* Configure tool integrations
## Organization Hierarchy
Understanding how organizations structure your work:
```
Organization
├── Spaces
│ ├── Conversations
│ ├── Assistants
│ └── Models & Routers
├── Data
│ ├── Documents
│ ├── Datasets
│ └── Custom Data
├── Permissions
│ ├── Members
│ ├── API Keys
│ └── Access Control
└── Tasks
└── Scheduled Tasks
```
## Admin Best Practices
**Separation of Concerns**: Use separate organizations for different business units, clients, or projects to maintain clear boundaries and independent billing.
### Security Best Practices
1. **Regular Access Audits**: Review member permissions quarterly
2. **API Key Rotation**: Rotate API keys every 90 days or when team members leave
3. **Principle of Least Privilege**: Grant minimal necessary permissions
4. **Monitor Activity**: Regularly check logs for unusual access patterns
### Organization Management
1. **Clear Naming Conventions**: Use descriptive names for easy identification
2. **Consistent Branding**: Add logos to help members identify organizations quickly
3. **Documentation**: Maintain internal docs about your organization structure
4. **Backup Keys**: Store API keys securely in a password manager
### Resource Management
1. **Model Management**: Regularly review and disable unused models
2. **Router Optimization**: Monitor router performance and adjust settings
3. **Assistant Governance**: Maintain guidelines for assistant creation and usage
4. **Cost Control**: Monitor usage and set up alerts for unexpected spikes
### Member Onboarding
1. **Standard Procedures**: Create consistent onboarding processes
2. **Training Resources**: Provide documentation for new members
3. **Role Templates**: Define standard role configurations
4. **Gradual Access**: Start with minimal permissions, expand as needed
## Billing and Plans Administration
Each organization operates as a separate billing entity:
### Billing Management
* **Independent Subscriptions**: Each org has its own plan and billing cycle
* **Usage Tracking**: Monitor consumption across all spaces in the organization
* **Cost Allocation**: Track usage by space, member, or assistant
* **Plan Management**: Upgrade/downgrade plans as organizational needs change
Contact [sales@pulze.ai](mailto:sales@pulze.ai) for billing questions, plan changes, or enterprise pricing.
### Usage Monitoring
As an admin, monitor:
* Total API calls and token usage
* Per-space resource consumption
* Model usage patterns
* Cost trends over time
Organization admins receive notifications when approaching usage limits or billing thresholds.
## Administrative Support
Contact support for technical issues or platform questions.
Reach out to [sales@pulze.ai](mailto:sales@pulze.ai) for enterprise features and custom solutions.
## Related Resources
Learn about creating and managing spaces within your organization
Understand role-based access control
Manage team members and their access
Generate and manage API keys