--- title: Organization Membership description: >- Understand your organization membership in Clear Ideas. Learn how to view membership details, understand organization policies, contact administrators, and interpret policy indicators. ogTitle: Organization Membership Guide ogDescription: >- Master organization membership in Clear Ideas. View membership details, understand policies, and work within organization constraints ogImage: /assets/images/og/guide-organization-membership.webp navigation: icon: fasl fa-user-check --- # 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 **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 ## Related Documentation - [Organization Settings](/organizations/organization-settings) - General organization information - [Organization Policies Detailed](/organizations/organization-policies-detailed) - Deep dive into policies - [AI Instructions](/ai/ai-instructions) - Personal AI instructions