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Managed organizations

Turn on the organization features of a workspace under contract, choose its type, follow the setup steps and see what changes for its members.

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A managed organization is a team workspace under contract with Stellarr Studio, with the “Organization features” switch turned on. It organizes its members into groups, gives them roles and labels, decides what they can use, manages their accounts and connects its identity provider and its directory.

What the organization features addLink to the What the organization features add section

FeatureAdmin console pageDocumentation
Groups, roles, labels, “My groups” for managers“Groups”, “Roles”, “Organization labels”Groups, roles and labels
Rules per organization, role, group and member; instructions; chat retention“Rules”, “General”Organization rules
Allowed models, organization models, MCP servers, storage, shared libraries“Models”, “Resources”Models and resources
Managed accounts, required two-factor authentication, session lengthMember file, “Sign-in”Member accounts
Verified domains and single sign-on“Sign-in”Domains and single sign-on
Directory synchronization“Sign-in”SCIM directory
License pools and contract“Plan and licenses”Licenses and contracts
Usage per member, group and model; audit log“Usage”, “Activity log”Usage and activity log

Turn on the organization featuresLink to the Turn on the organization features section

  1. Admin console › “General”, “Type and features” section.
  2. Turn on “Organization features”.
  3. Click “Save changes”, then confirm.

The rules, groups, roles and instructions of the organization apply to members from their next message. The “Groups”, “Roles”, “Organization labels”, “Rules”, “Models”, “Resources” and “Sign-in” pages appear in the admin console.

The owner and the admins can turn them off the same way. The rules, groups and instructions then stop applying; they are kept and come back when the features are turned on again.

Organization typeLink to the Organization type section

In the same section, “Organization type” sets the organization’s vocabulary. It renames two built-in roles, in the admin console and in the members’ menus.

TypeHead of a groupMember
“Team”, “Other”ManagerMember
“Company”ManagerEmployee
“Education and research”TeacherStudent
“Public sector”Head of departmentAgent

In a managed organization, the directory shows each member, by default, the people in their groups and the admins, not the whole organization. See Who sees whom.

Setting upLink to the Setting up section

At the top of the “Overview”, the “Setting up” card lists the steps to complete and checks them off based on the actual state of the organization. Each step opens the page it concerns.

  1. “Check your organization details”: name, type and logo.
  2. “Invite or import your members”: one by one, or with a CSV file.
  3. “Create your groups and their managers”: classes, teams or departments.
  4. “Add a second administrator”, so the organization never depends on a single person.
  5. “Choose allowed models”.
  6. “Set features, connectors and instructions”: for the whole organization, then per group if needed.
  7. “Memory, retention and access outside the organization”.
  8. “Verify the domain and turn on single sign-on (SSO)” (optional).
  9. “Connect your SCIM directory” (optional).
  10. “Check your contract and licenses”: every active member should have a license.

Once every step is done, the card shows “Your organization is up and running.” “Hide” removes it from the overview.

What changes for membersLink to the What changes for members section

When they joinLink to the When they join section

A member who joins the organization sees the “Welcome to” card on the home page, followed by the organization’s name, once and for 30 days at most. It shows:

  • their role and their groups;
  • who provides their access;
  • the organization’s tools to connect, with “Connect”;
  • how long chats are kept, if the organization has set a retention period;
  • the “Team” space, with “Open Team”.

The owner and the admins do not see this card.

AfterwardsLink to the Afterwards section

  • “Settings” › “Your workspace” shows their role, their groups, their license and “What [organization name] lets you do”: each rule that applies to them and where it comes from (“From the organization”, “From the … group”). The “Your organization’s instructions” are there too.
  • A feature turned off by the organization shows “Disabled by your organization.”
  • Their account menu shows “License and usage” instead of “Subscription and usage”: they pay nothing and cannot buy anything.
  • The workspace menu offers neither workspace creation nor access codes.
  • If the organization has closed access outside the organization, their personal workspace is no longer offered to them and they cannot leave the organization on their own.

Moon Blur stays on for every member: there is nothing to set up.

See alsoLink to the See also section

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