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Organization Membership

As an organization member, understand your membership details, how organization policies affect your settings, and how to work effectively within your organization's constraints. View membership information through Settings > Organization > Organization Membership.

Viewing Membership Details

Navigate to Settings > Organization > Organization Membership to view:

Organization Information

Organization Name: Your organization's name

Display: Shows the official organization name

Identification: Helps identify which organization you belong to

Administrator Contact

Administrator: Organization administrator contact information

Name: Administrator's name

Email: Administrator's email address (clickable mailto link)

Purpose: Contact administrator for account management, policy questions, or support

Organization ID

Display: Organization identifier (if details are not fully loaded)

Reference: Used for support and administrative purposes

Understanding Organization Policies

View how organization policies affect your account through Settings > Organization > Organization Policies.

Policy Summary

The policy summary displays:

AI Features Policy: Which AI features are enabled/disabled by organization

Search Policy: Search capabilities controlled by organization

Enforcement Mode: Whether policies are strict (mandatory) or non-strict (defaults)

Policy Indicators: Visual indicators showing policy control

Policy Indicators

Throughout the application, policy indicators show when organization policies affect settings:

Policy Icon: Small icon indicates organization policy control

Tooltip Information: Hover over indicators for details about the policy

Color Coding: Different colors indicate policy type or enforcement level

Understanding Policy Control

Organization Controlled: Setting is controlled by organization policy (strict mode)

Organization Default: Setting uses organization default but can be modified (non-strict mode)

No Policy: No organization policy affects this setting

How Policies Affect Your Settings

Strict Enforcement Mode

When your organization uses strict enforcement:

Mandatory Settings: Organization policies override your personal settings

Cannot Override: You cannot change settings that conflict with organization policies

Visual Indicators: Settings show as disabled/locked with policy indicators

Complete Control: Organization administrators control all policy-affected settings

Non-Strict Enforcement Mode

When your organization uses non-strict enforcement:

Default Settings: Organization policies provide default settings

Can Modify: You can modify settings, but only to make them less permissive

Less Permissive Rule: You can disable features organization allows, but cannot enable features organization restricts

Visual Indicators: Settings show policy indicators but remain editable

Policy Application

Automatic: Policies are applied automatically to your settings

Immediate: Policy changes take effect immediately

Transparent: Policy indicators show which settings are affected

Effective Settings: You see the actual settings that apply (after policy application)

Policy Indicators Explained

What Indicators Mean

Shield Icon: Organization policy affects this setting

Tooltip: Hover for specific policy details

Disabled State: Setting is locked by organization policy (strict mode)

Enabled State: Setting uses organization default but can be modified (non-strict mode)

Common Policy Indicators

AI Features: Indicators on AI settings pages show organization control

Search Settings: Indicators on search settings show organization policies

Model Selection: Indicators show which AI models are permitted

Feature Toggles: Indicators show which features are controlled

Contacting Organization Administrators

When to Contact

Account Issues: Problems with your account or access

Policy Questions: Questions about organization policies

Feature Requests: Requests for policy changes or feature access

Billing Questions: Questions about organization billing (if you have access)

Support: General support needs within organization context

How to Contact

Email Link: Click the administrator email in Organization Membership to open email client

Email Template: Pre-filled email with subject "Clear Ideas Account Management"

Direct Contact: Use the provided email address for direct communication

Response Time: Administrators typically respond within business hours

Working Within Policy Constraints

Understanding Limitations

Policy Restrictions: Some settings may be restricted by organization policies

Feature Availability: Some features may be disabled organization-wide

Model Selection: You may be limited to specific AI models

Search Capabilities: Search features may be controlled by organization

Maximizing Flexibility

Use Available Features: Take advantage of features that are enabled

Personal Instructions: Create personal AI instructions within policy constraints

Site Settings: Configure site-level settings where permitted

Optimize Usage: Optimize your usage of available features

Requesting Changes

Policy Changes: Contact administrator to request policy changes

Feature Access: Request access to features if needed for your work

Documentation: Provide justification for requested changes

Collaboration: Work with administrator to find solutions

Policy Updates

When Policies Change

Notification: You may be notified of significant policy changes

Automatic Application: Policy changes apply automatically to your settings

Settings Update: Your effective settings may change when policies update

Review Required: Review your settings after policy updates

Staying Informed

Regular Check: Periodically check organization policies

Policy Summary: Review policy summary for changes

Administrator Communication: Stay informed through administrator communications

Documentation: Refer to organization documentation for policy details

Best Practices

Understanding Your Membership

Review Regularly: Periodically review your membership details

Know Policies: Understand which policies affect your settings

Stay Informed: Keep informed about policy changes

Working with Policies

Respect Constraints: Work within policy constraints

Request When Needed: Request policy changes when justified

Optimize Available: Optimize use of available features

Communicate: Communicate with administrators about needs

Policy Compliance

Follow Policies: Adhere to organization policies

Understand Impact: Understand how policies affect your work

Report Issues: Report policy-related issues to administrators

Provide Feedback: Provide feedback on policy effectiveness