Organization Management

Admin Access Required: This guide covers organization-level settings and management features that require admin permissions. Users with viewer or editor roles have limited access to these features.

Overview

As an administrator, you have full control over your organization’s structure, settings, and access management. Organizations in Pulze are the top-level entity that contains all spaces, members, data, and resources. This guide covers everything you need to know about managing your organization effectively.

Key Admin Responsibilities

Organization Settings: Configure organization-wide defaults and branding
Member Management: Control who has access and their permission levels
Resource Control: Manage models, routers, assistants, and tools across the organization
API Key Management: Generate and manage programmatic access
Billing & Plans: Oversee subscription and usage across the organization

Admin Dashboard Access

Accessing Organization Settings

To access your organization’s admin settings:

Click on your profile icon in the top right corner
Select your organization from the dropdown menu
Click Manage Organization to access the admin dashboard

The Manage Organization option is only visible to users with admin permissions.

Switching Between Organizations

If you’re an admin in multiple organizations:

Click your profile icon in the top right
Select the organization you want to switch to from the list
The interface will reload with the selected organization’s context

Each organization has its own independent settings, members, spaces, and billing. When you switch organizations, you’ll see only the resources belonging to that organization.

Creating a New Organization

As an admin, you can create new organizations to separate different teams, projects, or clients:

Click your profile icon in the top right
Select + New Organization
Configure the organization:
- Organization Name (required): Choose a clear, descriptive name
- Logo URL (optional): Brand your organization with a custom logo
- Organization ID: Automatically generated unique identifier for API integration

Creating a new organization creates a separate billing entity. Each organization has its own subscription plan and usage tracking.

Organization Administration

General Settings

Access comprehensive organization settings through Manage Organization:

Organization Profile

Organization Name: Update your organization’s display name
- This name appears throughout the platform for all members
- Choose a name that clearly identifies your team or project
Logo URL: Set or change your organization’s logo
- Supported formats: PNG, JPG, SVG (120x120 to 1800x1800 pixels)
- Logo appears in navigation and organization switcher
Organization ID: Your unique identifier
- Read-only value used for API integrations
- Required when using the Pulze API programmatically

Default Router Configuration

Configure the default routing strategy for all spaces:

Set organization-wide router preference
Choose between Pulze managed routers or custom routers
Individual spaces can override this setting if needed

The default router setting applies to all new spaces automatically. Existing spaces retain their configured routers unless you change them individually.

Conversation Naming Model

Select the AI model for auto-generating conversation titles:

Affects all conversations across all spaces in the organization
Helps maintain consistent, meaningful conversation naming
Can be overridden at the space level if needed

Member Administration

Member Management

Control organization-wide access, roles, and permissions for all members.

Admin capabilities for member management:

View All Members: See complete list with roles and permissions
Invite Members: Send email invitations with predefined roles
Manage Permissions: Adjust member roles (Admin, Editor, Viewer)
Space Access: Control which spaces members can access
Remove Members: Revoke organization access when needed

Permission levels you can assign:

Admin: Full control over organization and all resources
Editor: Can create and modify resources, limited admin access
Viewer: Read-only access to resources they’re granted access to

Use the principle of least privilege: grant members only the permissions they need for their role.

API Key Management

API Keys

Generate and manage programmatic access to your organization’s resources.

As an admin, you can:

Create API Keys: Generate keys with specific permission scopes
Scope Management: Define exactly what each key can access
Monitor Usage: Track API key activity and usage
Rotate Keys: Update keys periodically for security
Revoke Access: Immediately disable compromised keys

API key scopes include:

Chat completions access
Data management
Conversation history
Space management
Model and router configuration

Resource Control

Admins have organization-wide control over:

Models

Enable/disable models across the organization
Models disabled at org level are unavailable to all spaces
Manage model visibility and access

Routers

Configure custom routing strategies
Set default routers for the organization
Manage Pulze router versions

Assistants

Control which assistants are available organization-wide
Enable/disable assistants for all spaces
Manage assistant visibility

Tools

Enable/disable tools across the organization
Control tool access and permissions
Configure tool integrations

Organization Hierarchy

Understanding how organizations structure your work:

Organization
├── Spaces
│   ├── Conversations
│   ├── Assistants
│   └── Models & Routers
├── Data
│   ├── Documents
│   ├── Datasets
│   └── Custom Data
├── Permissions
│   ├── Members
│   ├── API Keys
│   └── Access Control
└── Tasks
    └── Scheduled Tasks

Admin Best Practices

Separation of Concerns: Use separate organizations for different business units, clients, or projects to maintain clear boundaries and independent billing.

Security Best Practices

Regular Access Audits: Review member permissions quarterly
API Key Rotation: Rotate API keys every 90 days or when team members leave
Principle of Least Privilege: Grant minimal necessary permissions
Monitor Activity: Regularly check logs for unusual access patterns