Create and look after organizations, their members, their seat plan and their shared balance.
Operator consoleAvailable
An organization is a group of customers who share a plan, such as an advisory firm and its staff. Organizations lists them. Open one to see its members, what it has spent and its shared balance. An operator can also create organizations, add and remove members, change the plan and give the organization credit.
The list
The buttons at the top filter the list: Live (the default), Disbanded or All. New Organization makes one. The table shows each organization's name, its number of members, its spend and its status, Live or Disbanded. Click a row to open it.
Create an organization
Press New Organization.
Type a Name.
Choose a Seat plan: Team, Business, or No plan.
Press Create.
Without a plan, members' spend still adds up to the organization. They get no seat allowance and no share of a pooled balance. A plan can be set later, but it cannot be taken away again.
One organization
The cards show the number of members, and the spend, tokens and AI calls of the last 30 days. Below are the Shared Token Pool, a Daily Spend chart and the Members table.
Seat plan
The Seat plan menu sets the plan for the whole organization. Choosing one asks you to confirm.
Changing it is not a label change:
Every member takes the new plan. Each one's plan and seat allowance is rewritten.
The organization's budgets are re-sized.
A plan cannot be removed once it is set.
Team has a limit on the number of members. Moving an organization with more members to Team is refused, and the message gives the number. Business has no limit.
Shared balance
The Shared Token Pool is one balance that all members draw on, on top of each person's own seat allowance. It is used up as they spend and it does not renew. It shows Granted, Used and Remaining.
Grant Tokens adds to it.
Press Grant Tokens.
Type an Amount (USD) above zero, and a Note saying why.
Press Grant.
The organization is not charged. The amount is what its members can spend between them. Their use is booked as Haruno's cost, not as income, and the organization shows a granted tag on Financials. It is meant for pilots and trials. Pressing twice by mistake does not grant twice.
The button is greyed out until the organization has a seat plan, because without one the balance would reach no one.
Members
The Members table shows each person, their role, their plan and their spend.
The Role menu changes a member between member and admin. It applies straight away.
Add Member creates a new user in the organization. Type their Email, an optional Full name and a Role. A window then shows a key for them, once. This only creates new people. To bring in someone who already has an account, use Organization in their panel on the Users page.
The bin icon removes a member from the organization. Their account is not deleted.
Disband
Disband ends an organization.
Every member is released to a standalone account on the default plan.
Pending invitations are cancelled.
The organization disappears for its members.
Its spend history is kept for the accounts.
You cannot undo a disband
A disbanded organization cannot be restored and takes no new members. It stays in the list under Disbanded, with a note of when it ended.
Who can use it
Every operator can read the list and open an organization. Every change on this page is for super admins. A viewer who tries is told their role does not allow it.
What a person in support or sales can ask an operator
"How many people are in this organization, and what plan is it on?" Open it.
"Who is the admin?" Look at the Role column.
"Can you give this firm trial credit?" An operator uses Grant Tokens. The organization needs a seat plan first.
"This person left the firm. Take them out." An operator removes them from the members table.