Organization Setup
Your organization is your workspace in IntelliRepo. This guide covers the key settings and configuration options.
Accessing Organization Settings
- Click Settings in the main navigation
- You'll see tabs for different setting categories
Only Admins and Owners can access organization settings.
Organization Name
Your organization name appears:
- In the header when users log in
- In email invitations
- In API responses
Changing the Name
- Go to Settings > General
- Edit the Organization Name field
- Click Save
Team Overview
View your current team under Settings > Team:
- Total users by role
- List of all members
- Pending invitations
- Options to invite, edit roles, or remove users
Integrations
Connect external services under Settings > Integrations:
Slack
- Connect your Slack workspace
- Configure collection mappings
- See Slack Setup Guide
API Keys
- Create keys for programmatic access
- Manage scopes and permissions
- See Authentication
Usage Dashboard
Monitor your organization's usage under Settings > Usage:
Metrics
- Queries this month: Chat and search requests
- Documents: Total uploaded documents
- Storage: Space used by documents
- Team size: Active users
Plan Limits
See your current plan's limits and how close you are to them.
Overage
If you exceed limits:
- Queries: $0.05 per additional query
- Storage: $5 per additional 10 GB
Audit Logs
Track activity under Settings > Audit Logs:
- Who uploaded/deleted documents
- Who invited/removed users
- API key creation and usage
- Collection changes
See Audit Logs for details.
Billing & Subscription
Manage your plan under Settings > Billing:
- Current plan details
- Usage vs. limits
- Payment method
- Invoices
See Managing Your Subscription for details.
Initial Setup Checklist
When first setting up your organization:
1. Configure Your Team
- Invite key team members
- Assign appropriate roles
- Review role permissions
2. Create Collections
- Plan your collection structure
- Create initial collections
- Set visibility (public/private)
3. Upload Documents
- Gather key documents
- Upload to appropriate collections
- Add tags for organization
4. Set Up Integrations (Optional)
- Connect Slack
- Create API keys for integrations
- Configure widget for your website
5. Test Everything
- Ask questions in each collection
- Verify team access
- Test Slack integration
Best Practices
Start Small
Begin with core content and expand. It's easier to add than to reorganize later.
Document Your Setup
Keep notes on:
- Collection purposes
- Tag conventions
- Who maintains what
Regular Maintenance
- Review access quarterly
- Clean up outdated documents
- Check usage trends
Security
- Use minimum necessary permissions
- Rotate API keys periodically
- Review audit logs regularly
Roles Recap
| Role | What They Can Do |
|---|---|
| Owner | Everything, including transferring ownership |
| Admin | Manage users, settings, API keys |
| Member | Create collections, upload documents, chat |
| Viewer | Read-only access, can chat but not modify |
See Roles & Permissions for full details.
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Need Help?
Contact our support team for help with organization setup.