Organization Admin Guide

Use the guide to define write-back policies, set budgets and models, investigate audit and retention, and apply the security checklist.

This guide is for customer organization administrators. It does not include procedures for deploying or operating the platform itself.

Core tasks:

• create an organization and projects;
• upgrade to Team and manage billing;
• invite members and assign roles;
• connect sources;
• know which workspace emails the owners receive during setup and the trial;
• verify that access and write-back match your team's policies.