Organization Settings

Organization settings let you configure how your team collaborates, manage members and projects, control session policies, and set up integrations. These settings apply to your entire organization and all its projects.

Overview

Organization settings are organized into several sections:

• Basic Info — Name, description, and avatar
• Member Management — Team members and their roles
• Projects — Project list and settings
• Session Policies — Control collaboration workflows
• GitHub Connection — Repository integration settings
• Toolkit Settings — AI agent configurations

Accessing Organization Settings

Navigate to your organization using the organization selector in the top header

Click the settings icon (gear icon) next to the organization name

Select "Organization Settings" from the dropdown menu

Alternatively, you can access settings from the sidebar if you're on an organization page.

Basic Information

Organization Details

Configure your organization's basic information:

• Name — Display name for your organization
• Description — Optional description of your organization
• Avatar — Organization logo or image

Updating Basic Info

Navigate to the "Basic Info" section

Edit the fields you want to change

Click "Save Changes" to update

Changes to basic info are immediately visible to all organization members.

Member Management

Viewing Members

The Member Management section shows:

• All organization members with their roles
• Pending invitations that haven't been accepted yet
• Member activity — when they last accessed the organization

Member Roles

Your organization uses these roles:

Role	Permissions
Owner	Full access to all settings, billing, can delete organization
Admin	Manage members, projects, settings (except billing)
Member	Access projects, cannot manage organization settings

Adding Members

Click "Invite Member" in the Member Management section

Enter the email address of the person to invite

Select their role (Admin or Member)

Click "Send Invitation"

The invited person will receive an email with instructions to join your organization.

Managing Existing Members

For existing members, you can:

• Change roles — Click the role dropdown and select a new role
• Remove members — Click "Remove" next to their name
• Resend invitations — For pending invites that haven't been accepted

Projects Section

Project Overview

View all projects in your organization with:

• Project names and descriptions
• Member count — How many people have access
• Last activity — When work was last done
• Project settings — Quick access to project-specific configuration

Project Actions

From the organization settings, you can:

• Create new projects — Add a new project to the organization
• View project settings — Access project-specific configuration
• Archive projects — Hide inactive projects (preserves data)

Session Policies

The Session Policies section controls how team members collaborate on PRDs and manage active work sessions.

Allow Admins to Take Over Active Sessions

Default: Enabled

When enabled, organization admins can take over PRDs that other team members are actively working on. This helps unblock work when someone is unavailable.

When to enable:

• Team works across different time zones
• Members occasionally become unavailable during critical work
• You want admins to have emergency access to continue work

When to disable:

• Small team where coordination is always possible
• Work is never time-critical
• You prefer manual coordination over automated takeover

See Session Takeover for details on how this feature works.

Allow Reclaim After Takeover

Default: Enabled

When enabled, users whose sessions were taken over by an admin can later reclaim the PRD if:

• The admin releases their claim
• The admin becomes idle for an extended period
• The organization policy allows reclaim

When to enable:

• You want smooth handback of work to original owners
• Team members often return to complete work they started
• You prefer automatic workflow over manual coordination

When to disable:

• Admin takeovers are meant to be permanent reassignments
• Manual coordination is preferred for all handbacks
• You want admins to have full control after takeover

Configuring Session Policies

Navigate to the "Session Policies" section

Toggle the settings you want to change:

- ✅ Allow admins to take over active sessions - ✅ Allow reclaim after takeover

Click "Save Policies"

Changes take effect immediately for all organization projects.

GitHub Connection Settings

Configure how your organization connects to GitHub for repository management and code synchronization.

Connection Status

This section shows:

• GitHub App installation status — Whether the app is installed
• Connected repositories — Which repos are accessible
• Sync status — When repositories were last synchronized

Configuring GitHub Integration

For detailed instructions on setting up GitHub connectivity, see Organization GitHub Connection.

Toolkit Settings

Configure AI agent behavior and capabilities for your organization.

Agent Configuration

Control how AI agents behave across all projects:

• Default agent models — Which AI models to use
• Agent permissions — What agents can and cannot do
• Custom prompts — Organization-specific instructions for agents

Global Conventions

Set organization-wide coding standards and patterns that apply to all projects unless overridden at the project level.

Security and Privacy

Data Retention

Configure how long different types of data are retained:

• Session logs — Agent conversation history
• Code snapshots — Workspace state backups
• Activity logs — User action history

Access Control

Control external access and integrations:

• API access — Whether external tools can access your data
• Export permissions — Who can export organization data
• Integration approvals — Require approval for new integrations

Billing and Usage

Subscription Information

View your organization's billing details:

• Current plan and features
• Usage statistics — Agent hours, storage, member count
• Billing history — Past invoices and payments

Usage Monitoring

Track resource consumption across your organization:

• Agent compute hours by project and member
• Storage usage for workspaces and artifacts
• API calls made by integrations

Best Practices

Member Management

• Review member roles regularly — Ensure permissions match current responsibilities
• Remove inactive members — Keep the organization clean and secure
• Use descriptive invitation messages — Help new members understand their role

Session Policies

• Start with defaults — The default settings work well for most teams
• Monitor takeover usage — Frequent takeovers may indicate workflow issues
• Communicate policy changes — Let your team know when you modify collaboration settings

Integration Security

• Regularly review connected apps — Remove integrations you no longer use
• Monitor access logs — Check who is accessing what data
• Keep GitHub permissions minimal — Only grant access to repositories you need

Troubleshooting

Can't access organization settings

Check that you have Admin or Owner role. Members cannot access organization settings.

GitHub integration not working

Verify:

GitHub App is properly installed

Organization has access to the required repositories

GitHub tokens haven't expired

Session policies not taking effect

Policy changes are immediate, but:

• Existing sessions may not be affected until they're restarted
• Browser caches may need to be cleared
• Check that you saved the policy changes

Member invitations failing

Common issues:

• Email address is incorrect
• Recipient's email provider is blocking the invitation
• They may already be a member of the organization

Related Articles

• Session Takeover — Understanding admin takeover workflow
• Organization GitHub Connection — Setting up repository integration
• Organization and Project Switching — Managing multiple organizations