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Organization Settings

The Organization Settings page is where admins manage data source configurations, users, and example prompts. Only users with the Admin role can access this page.

To open it, click the admin icon (shield) in the navigation bar, or go to Organization Settings in the sidebar.

Tabs​

Configs​

Manage the data source configurations that your organization uses to connect to external systems. You can:

  • Add new configurations (Tulip, SQL, or MQTT)
  • Edit existing configurations
  • Test connections to verify credentials
  • Set a primary configuration
  • Control which users can access each configuration

See Managing Data Source Configs for details.

Users​

Manage the people in your organization. You can:

  • Invite new users by email
  • Assign roles (Admin, Member, or View-Only)
  • Control which data source configs each user can access
  • Remove users

See Managing Users and Roles for details.

Examples​

Manage example prompts that appear in the AI Agent panel for all users. Example prompts give the AI agent starting points for generating widget code. You can:

  • Create new example prompts
  • Link example prompts to example widgets
  • Delete custom prompts

See Example Prompts for details.