> ## Documentation Index > Fetch the complete documentation index at: https://docs.saphion.co.uk/llms.txt > Use this file to discover all available pages before exploring further. # Administering your Organisation > What an Organisation Admin controls in Saphion, where each setting lives, and which page explains it. An Organisation Admin decides who is in Saphion, what they can do, how work is set up and what is kept. Everything an Admin controls is in one place, the **Organisation** group of Settings, with a few more Admin places beside it. This page maps them and links to the page that explains each in full. > [!NOTE] > > For Organisation Admins. ![Settings showing the Organisation navigation and appearance controls.](https://mintcdn.com/saphion/F5a0XE-YKidXHEWP/images/admin/overview-1.webp?fit=max\&auto=format\&n=F5a0XE-YKidXHEWP\&q=85\&s=7969b3db66b72b7767393e3526e088c4) Organisation settings ## Open the Organisation settings Choose **Settings** at the foot of the sidebar, then the **Organisation** group in the left column (the third, after **Preferences** and **Customise**); a group with nothing for you is not drawn, and **Search** at the top of the column finds a section or an individual setting, for example "Financial year" or "Memory". You can also choose your Organisation's name at the top of the sidebar and then **Organisation settings**, which opens **Company**. A section with an arrow beside its name, such as **Members & teams**, closes Settings and opens a page of its own. See [Finding your way around](https://docs.saphion.co.uk/finding-your-way-around.md#use-the-settings-window). ## What you control | Area | What it covers | Where | | - | - | - | | [Invite and manage people](https://docs.saphion.co.uk/admin/members-and-roles.md) | Who is here, how they are invited, their Access and product seats. | **Settings > Organisation > Members & teams**, which opens the **Members** page | | [Teams and Permissions](https://docs.saphion.co.uk/admin/teams-and-permissions.md) | Teams, the powers a Permission grants, and what a person can do. | The same **Members** page | | [Company](https://docs.saphion.co.uk/admin/company.md) | The logo and icon, currency, financial year and working week. Everyone can read it. | **Settings > Organisation > Company** | | [Usage & billing](https://docs.saphion.co.uk/admin/billing.md) | Your plan, its seats and products, monthly AI budgets and storage, and extra AI capacity. Also the **All products** page. | **Settings > Organisation > Usage & billing** | | [Actions](https://docs.saphion.co.uk/admin/actions-settings.md) | The extra parts of an Action your Organisation switches on. Everyone can read it. | **Settings > Organisation > Actions** | | [Projects](https://docs.saphion.co.uk/admin/projects-settings.md) | Project statuses, what a new Project must state, and where its number comes from. | **Settings > Organisation > Projects** | | [Approvals](https://docs.saphion.co.uk/admin/approvals.md) | The review steps work goes through before it is finished, and who signs at each. | **Settings > Organisation > Approvals** | | [Instructions](https://docs.saphion.co.uk/admin/instructions.md) | Standing direction Beacon follows for everyone in your Organisation. | **Settings > Organisation > Instructions** | | [Connectors](https://docs.saphion.co.uk/admin/organisation-connectors.md) | Which apps your Organisation allows, requests for more, custom connectors and each tool's ceiling. | **Settings > Organisation > Connectors** | | [Data & privacy](https://docs.saphion.co.uk/admin/data-and-privacy.md) | Whether Beacon may save and use memories, and how long conversations are kept. | **Settings > Organisation > Data & privacy** | | [Audit](https://docs.saphion.co.uk/admin/audit.md) | Who changed your people, identity and configuration. | **Settings > Organisation > Audit** | | [Archive and the Bin](https://docs.saphion.co.uk/admin/bin-and-restore.md) | Archived work, and what was deleted and can still be restored. | A page of its own in the sidebar | ### Beside the Settings sections * **Administration** is a list under the Settings menu with **Exports**, the designs of the documents and workbooks Saphion produces, and **All products**. See [Import and export](https://docs.saphion.co.uk/work/import-and-export.md). * **Templates** holds the boards new Projects start from. Anyone can open them and Admins make and edit them. See [Templates](https://docs.saphion.co.uk/work/templates.md). * **Company Overview** is offered to Admins and to the people they invite. See [Finding your way around](https://docs.saphion.co.uk/finding-your-way-around.md). * **Skills** and **Your connections**, under **Customise**, belong to each person. An Admin also adds custom connectors from **Your connections**. See [Skills](https://docs.saphion.co.uk/beacon/skills.md). ## A sensible order for a new Organisation **1. Check Company** Set the currency, financial year and working week. See [Company](https://docs.saphion.co.uk/admin/company.md). **2. Bring people in** Create **Permissions** and **teams**, then **invite people** with the Access, seats and teams they need. See [Invite and manage people](https://docs.saphion.co.uk/admin/members-and-roles.md) and [Teams and Permissions](https://docs.saphion.co.uk/admin/teams-and-permissions.md). **3. Set up Projects** Set the Project **statuses**, and decide what a new Project must state. See [Projects settings](https://docs.saphion.co.uk/admin/projects-settings.md). **4. Choose connectors** Choose which **connectors** to allow, and set the tool ceilings. See [Connectors for your Organisation](https://docs.saphion.co.uk/admin/organisation-connectors.md). **5. Write instructions** Write the Organisation's **instructions** for Beacon. See [Instructions](https://docs.saphion.co.uk/admin/instructions.md). **6. Review Data & privacy** Decide Memory and how long conversations are kept. See [Data and privacy](https://docs.saphion.co.uk/admin/data-and-privacy.md). ## How it works * **Members can read two sections.** They can read **Company** and **Actions** but cannot change them. Everything else here is for Admins only. * **Admins are checked by the server.** A section is simply not offered to someone who may not use it. If they open its link, Saphion says "Only Admins can open \[section]. Ask an Admin." and closes the window. * **Some things are Saphion's to set.** Your plan, seat allowances and the named Pro and Max upgrades come from your contract and are changed by asking Saphion. The Company name is Saphion's too. See [Usage and billing](https://docs.saphion.co.uk/admin/billing.md). * **Changes are recorded.** People, roles, seats, access and configuration changes appear in [Audit](https://docs.saphion.co.uk/admin/audit.md) for six years. * **Settings change nothing about access to a Project.** What someone can open still follows sharing. See [Sharing and access](https://docs.saphion.co.uk/work/sharing-and-access.md). * **Beacon reads, you change.** Beacon can tell a colleague what your Project statuses or working week are. It does not change Organisation settings. * **There is always an Admin.** The last Admin of an Organisation can never be deactivated or leave. ## FAQ > **Why don't I see a section?** > > Most Organisation sections are for Admins. A group with nothing for you is not drawn. Ask an Admin to make the change, or to change your Access. > **Where are my own settings?** > > Under **Preferences** and **Customise**, in the same window. They are yours alone. See [Your account](https://docs.saphion.co.uk/account.md). > **Can there be more than one Admin?** > > Yes. Any Admin can change another person's Access, though nobody can change their own. See [Invite and manage people](https://docs.saphion.co.uk/admin/members-and-roles.md). > **How do I ask Saphion to change something I can't?** > > Use **Help & resources** in the sidebar, then **Support & feedback**. See [Contact Support](https://docs.saphion.co.uk/help/contact-support.md). ## Related * [Invite and manage people](https://docs.saphion.co.uk/admin/members-and-roles.md): Invite people, set Access and give product seats. * [Sharing and access](https://docs.saphion.co.uk/work/sharing-and-access.md): How Project and record access works beside your settings. * [Finding your way around](https://docs.saphion.co.uk/finding-your-way-around.md): The sidebar and the Settings window. * [Contact Support](https://docs.saphion.co.uk/help/contact-support.md): Ask for seats, products or a change only Saphion can make. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.