Admin: Settings

Configure your organization's details, security policies, and preferences including ownership transfer.

Get started configuring your organization in 3 steps:

1

Open Team Settings

Open Team Settings from the Team dropdown

2

Update your info

Update your organization name, billing email, or default AI tone

3

Save your changes

Click Save Changes to apply your updates

The Settings page lets you customize how your organization works. You can update basic info, set AI preferences, configure security policies, and if you're the owner, handle sensitive operations like transferring ownership.

GeneralOrganization name, billing email, AI tone
SecuritySession timeout, max sessions, audit retention
Document TypesConfigure types and manage learned families
Danger ZoneOwnership transfer (owners only)
Pro Tip: Who can access: Team Settings requires Owner or Admin role. Business accounts only. Personal accounts are redirected to the Organization Hub.
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