Skip to main content

Organization Settings

Configure organization-level settings, manage team members, and control access.

Overview​

Organization settings allow admins to:

  • Manage team members and roles
  • Configure API keys for LLM providers
  • Set budgets and spending limits
  • Customize organization preferences
  • View audit logs for compliance

Accessing Settings​

Navigate to Settings:

  1. Click your profile icon (top right)
  2. Select Settings from dropdown
  3. Choose Organization tab

Organization Profile​

Basic Information​

Organization Name

  • Display name shown throughout the app
  • Editable by admins only
  • Used in reports and exports

Organization ID

  • Unique identifier (auto-generated)
  • Used for API integrations
  • Cannot be changed

Created Date

  • When organization was created
  • Read-only

Plan Type

  • Current subscription plan
  • Free tier includes all features
  • Usage limits may apply

API Key Management​

Configure LLM provider API keys for your organization.

Adding API Keys​

  1. Go to Settings → API Keys
  2. Click Add API Key
  3. Select provider:
    • Anthropic (Claude)
    • OpenAI (GPT-4)
    • Google (Gemini)
    • Perplexity
  4. Paste API key
  5. Click Save

Security: Keys are encrypted (AES-256-GCM) and never exposed in UI or client code.

Managing Keys​

View Status

  • ✅ Active - Key is configured and working
  • ⚠️ Inactive - Key disabled or invalid
  • 🔄 Testing - Key validation in progress

Edit Keys

  • Click Edit to update an existing key
  • Original key is never shown (security)
  • Enter new key to replace

Delete Keys

  • Click Delete to remove key
  • Requires confirmation
  • All team members lose access to that provider

Test Keys

  • Click Test to verify key works
  • Executes a simple query
  • Shows result (success or error)

Key Scope​

API keys are scoped per organization:

  • All team members use org keys
  • Individual API keys not supported (current version)
  • Costs attributed to organization, not individuals

Budget Management​

Set spending limits to control LLM API costs.

Monthly Budget​

  1. Go to Settings → Budget
  2. Enter monthly limit (USD)
  3. Click Save

When budget is exceeded:

  • Warning shown to all users
  • Email alert sent to admins
  • Queries can still execute (soft limit)

Budget Alerts​

Configure alert thresholds:

  • 50% - Warning notification
  • 80% - Critical notification
  • 100% - Budget exceeded notification

Alerts sent via:

  • In-app notification
  • Email (if configured)

Cost Tracking​

View current spending:

  • This month: Current month-to-date
  • Last month: Previous month total
  • All time: Lifetime organization costs

Breakdown by:

  • Provider (Claude, GPT-4, etc.)
  • Team member (who executed)
  • Time period (daily, weekly, monthly)

Organization Preferences​

Customize organization-wide settings.

Default Provider​

Set default LLM provider for new queries:

  • Applies to all team members
  • Can be overridden per-query
  • Helps standardize testing

Model Configuration​

Choose specific models per feature:

  • Query Generation: Model for generating queries from URLs
  • Citation Analysis: Model for analyzing citations
  • Default Model: Fallback for all features

See Model Configuration Guide for model details.

Data Retention​

Configure how long data is kept:

  • Query History: 30, 60, 90 days, or forever
  • Responses: Same as query history
  • Analytics: Aggregated (never deleted)

Feature Status​

🚧 Partial Implementation

Current version includes:

  • ✅ API key management
  • ✅ Basic org info
  • 🚧 Team management (placeholder)
  • 🚧 Role-based access (planned)
  • 🚧 Budget alerts (planned)
  • 🚧 Audit logs (planned)

Planned Features​

Team Management​

Full team collaboration features:

Member Management

  • Invite team members by email
  • Assign roles (Admin, Member, Viewer)
  • Remove members
  • View member activity

Role-Based Access

  • Admin: Full control (settings, billing, members)
  • Member: Execute queries, view analytics
  • Viewer: Read-only access to reports

Advanced Budgets​

Enhanced budget controls:

  • Per-provider budgets
  • Per-member budgets
  • Hard limits (stop queries when exceeded)
  • Budget forecasting
  • Cost allocation by project/tag

Audit Logs​

Complete audit trail:

  • Query executions
  • Settings changes
  • Member invites/removals
  • API key modifications
  • Export audit logs for compliance

Workarounds (Current Version)​

Team Collaboration​

Share access manually:

  1. Share Supabase credentials securely
  2. All users use same API keys
  3. Track costs manually in spreadsheet

Role Management​

Implement manually:

  • Use different Supabase projects for different teams
  • Share API keys only with trusted team members
  • Monitor usage through provider dashboards

Security Best Practices​

API Key Security​

✅ Do:

  • Rotate keys periodically (every 90 days)
  • Use separate keys for dev/staging/prod
  • Monitor key usage in provider dashboards
  • Delete keys when team members leave

❌ Don't:

  • Share keys outside your organization
  • Use production keys for development
  • Commit keys to version control
  • Share keys via email/Slack

Access Control​

  • Limit admin access to trusted members
  • Review member list periodically
  • Remove inactive members promptly
  • Enable MFA on Supabase (when available)

Troubleshooting​

Can't Save API Key​

Symptom: "Failed to save API key" error

Solutions:

  1. Verify you're an org admin
  2. Check key format matches provider requirements
  3. Test key in provider dashboard first
  4. Check browser console for errors

Budget Not Updating​

Symptom: Budget shows outdated numbers

Solutions:

  1. Refresh page (Cmd/Ctrl + Shift + R)
  2. Check Supabase for actual query data
  3. Verify cost calculation in Analytics

Settings Not Saving​

Symptom: Changes don't persist after reload

Solutions:

  1. Check browser console for errors
  2. Verify RLS policies allow updates
  3. Try different browser
  4. Check Supabase status

Next Steps​

After configuring organization settings:

  1. Add team members (when available)
  2. Set up API keys
  3. Configure budgets
  4. Execute queries from the dashboard