Administration

Organization admins manage Business 360 from the Admin section at the bottom of the sidebar.

Organization and business context

Manage Organization holds your organization's name and its business context — text shared with every chat. Use it for anything that applies across all your data:

Fiscal year starts April 1.
We are a B2B distributor of office supplies in the US and Canada.
"Revenue" means net revenue after returns and discounts.
Goal for this year: grow repeat-customer revenue by 15%.

Users and roles

In Manage Users and Roles, click Invite User to add someone by email. For each user you can set:

• Role — User accounts only see connections they're granted. Power users and above can access all connections. Org Admins also manage the organization.
• Job title — used as that person's role in chat context, so answers are pitched at the right level.

Data access

Manage User Data Access lists users with the User role against each connection (and features such as CSV / Excel upload). Tick to grant, untick to revoke — changes save automatically.

Someone without access to a chat's connection can still read the chat and comment on it, but can't ask new questions in it.

Usage and adoption

Usage and Adoption shows users, chats, questions, models used and how often answers were rated helpful — per user and per model, over any time range. Use Export CSV to take the data elsewhere.

Feedback and issues

Feedback and issues submitted from chats appear in Feedback and Issues. Filter by type and status (pending, resolved, rejected) and export to CSV.