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 sidebar, 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 sidebar 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 sidebar 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 Department Visibility
Department visibility controls whether departments and their content are visible to all organization members or only to department members. Look for the Private Departments toggle in the settings page.
Enabled: Each department's documents are only visible to its members. Good for teams with sensitive or compartmentalized information.
Disabled: All department content is visible to everyone in the organization. Good for open, transparent teams.
You can change this setting at any time. It takes effect immediately for all members.
Check Your Plan
Review your current plan to understand your usage limits, including document storage, team member slots, and AI query allowances. 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.