Manage Members
View and manage organization members. Change roles (Viewer, Creator, Admin, Owner) and resend pending invites.
Org Units
Manage organizational structure (Groups and Business Units). Nodes can be assigned to units for filtering and grouping.
+ Add Org Unit
Audit Logs
Admin action audit trail. Filter by event type (invites, role changes, etc.) to review recent activity.
Recent Usage Events
Branding
Customize your organization's look and feel. Colors and logo appear in the app navbar and accents.
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{}Live Preview
Your headline here
Primary and secondary colors drive the navbar and accents. Logo renders at 28px height.
Entitlements
Current plan and feature gates for this organization, as returned by the Control Plane.
Feature Toggles
Organization-level feature flags that control user capabilities.
When disabled, only Owner and Admin roles can access prompt editing. Useful for locking down prompts after the pilot phase.
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{}Usage Summary (AI Tokens)
Aggregated AI token consumption and API call counts for this organization.
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{}Subscription (Read‑Only)
Shows subscription status if your role permits (Owner/Admin/BillingAdmin).
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{}Integrations Status
Read-only view of External Data Plane and Custom AI Provider configuration for this Org.
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{}Upgrade / Checkout
Add Creator seats or Business Lever add-on. Opens a Stripe checkout link you can share with your billing contact.
Invite Viewer
Send read-only viewer invitations. Viewers are free and don't count toward seat limits.
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{}Prompt Packs
Manage custom AI prompt packs. Publish a pack to override default system prompts for all users in your organization.
Show available prompt keys
outcomeAssistant — Outcome Assistant
initiativeSearch — Initiative Search & Analysis
emergentStrategy — Emergent Strategy
riskAnalysis — Risk Analysis
portfolioAnalysis — Portfolio Score Fit
portfolioAnalysisPrompt — Portfolio Analysis Chat
timelineSequencingAdvisor — Timeline Sequencing Advisor
transferStrategy — Context Transfer
initiativeExtractor — Initiative Extractor
initiativeTransfer — Initiative Transfer
metricsAssistant — Metrics Assistant
metricsIntent — Metrics Intent
actualsUpdate — Actuals Update
draftUploadParse — Initiative Draft Parser
draftFromChat — Draft From Chat
draftValidateProse — Initiative Draft Validator
draftVerify — Draft Verify
actualsAnalysis — Actuals Analysis
queryDatabase — Query Database
bulkUploadDuplicateCheck — Bulk Upload Duplicate Check
BYO Org Keys
Set an organization AI key used by the App when Remote AI is enabled.
Tip: First set Control Plane Base URL and Org Id at the top of this page. Then save your key here and click Refresh to see a masked reference below.
The input field shows what you type; masking appears only in the server response and JSON preview.
A binding saved to the wrong provider can be corrected with Save/Rotate, or removed with Disable above (the stored key is retained, so re-saving the provider just overwrites it). Keys are never displayed — only masked references.
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{}AI Models
OpenAI uses model IDs. Azure OpenAI uses deployment targets; model name and version are capability metadata.
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{}