This guide is for the person who created the organization. As the owner, you have full control over organization settings, branding, and membership.
If you were invited to an organization by someone else, your owner will have already completed these steps. You can skip ahead to the team or upload guides.
By the end of this guide, your organization will have a name, logo, description, and properly configured visibility settings, ready for you to start inviting team members.
Set Your Organization Name
Your organization name appears throughout the platform: in the header, in shared documents, and in team member invitations. Find the Organization Name field at the top of the settings page, enter your company or team name, and click Save Changes to apply.
Upload Your Logo
Your logo appears in the header and account areas, and on shared content. A square image works best. Click the logo placeholder (or current logo) in the settings page and select an image file from your computer. Supported formats include PNG, JPG, and SVG. For best results, use a square image at least 200x200 pixels.
The logo uploads automatically. You will see it appear in the header within a few seconds.
Add a Description
The description helps new team members understand what this organization is about. It appears on the organization homepage. Find the Description text area below the organization name, write a brief description of your team or company (one to two sentences is ideal), and click Save Changes.
For example: "Acme Corp's internal knowledge base for engineering, product, and support teams."
Review access group visibility
Access group privacy is set per access group, not as a global toggle. Open Workspace → Organization → Team → Access groups, then review the Private access group setting for each group.
Private: That access group's documents are only visible to its members. Good for teams with sensitive or compartmentalized information.
Standard: Group members and authorized owners or admins can read its content. Use Company Knowledge for content intended for the whole organization.
You can change an access group's visibility at any time. It takes effect immediately for all members.
Check Your Plan
Review your current plan to understand your usage allowances: documents in your brain, monthly AI usage, and voice minutes. Every team plan includes unlimited users, so inviting your whole team never changes the price. Scroll down to the Plan section on the settings page and review your current tier and what it includes. If you need more capacity, click Upgrade to see available options.