Documentation

Organization Membership

View as Markdown

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

Signing Request Policy: Whether members can create signature requests and whether organization signing terms apply

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

Signing Defaults: Indicators and disabled states can appear on signing request defaults when organization policy supplies or locks signing terms

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