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Organization Setup

Configure your organization for optimal team collaboration.

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Organization Settings

  • General
  • Defaults
  • Features
  • Limits
Basic Information:
  • Organization name
  • Display name
  • Organization URL (subdomain)
  • Industry/category
  • Company size
  • Timezone
Logo & Branding:
  • Organization logo
  • Brand colors (Enterprise)
  • Custom domain (Enterprise)

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Quick Setup Checklist

1

Complete Profile

Fill in organization details and branding
2

Configure Defaults

Set default AI model and preferences
3

Invite Team

Add team members and assign roles
4

Create First Agent

Build your organization’s first agent
5

Set Up Billing

Add payment method and choose plan

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Security Settings

  • Require 2FA for all members
  • Session timeout duration
  • SSO configuration (Enterprise)
  • Password policies
  • Default member permissions
  • API access policies
  • Data export restrictions
  • External sharing rules
  • Data retention policies
  • Audit log retention
  • GDPR compliance settings
  • HIPAA mode (Enterprise)

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Integration Setup

Connect external services:
  • Slack: Team notifications
  • Microsoft Teams: Collaboration
  • Google Workspace: SSO & calendar
  • Salesforce: CRM integration
  • Custom APIs: Your services (Enterprise)

Next: Invite Team Members

Add your team to AgentFlow
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