Settings
Members and teams, your agents, the plan, the imports, and your data, with what only an admin sees.
On this page6 parts
Settings holds one card for each part of your organization: members, teams, your agents, the plan, the imports, and your data. A member sees the cards for members, agents, the plan and the imports. An admin sees every card.
Members
Invitations, members, and their roles are managed in the sign-in provider. Manage members on the Members card opens it. Members and roles gives the steps to invite a colleague and to change a role.
Teams and topics
An admin also sees Teams: a team decides who reads a memory shared with it and what an organization import brings to whom. Manage teams opens its page. Members and roles gives the steps.
An admin also sees the Topics card: The Graph says what it does.
Your agents
The Your agents card lists what is connected, when it first connected, and when it last took a token. A member sees their own agents. An admin sees the agents of every person.
Under the name of each of your own agents, the card shows three things:
- the day it last stored a memory
- how many sessions it opened this week
- how many of those sessions stored something
An agent that opened sessions this week and stored nothing in them is marked Sessions ran and stored nothing. Beside the mark, the card says what to check and links the steps. A ChatGPT row shows the mark only.
To add an agent, choose Connect another agent at the foot of the card. Choose the agent, then do the steps of its guide. Disconnect on a row ends the connection of that agent.
Plan
The Plan card says how many model calls this month used and how many memories the store keeps. Records and skills do not count as memories. An admin also sees Change plan, which opens the plans in the sign-in provider. Plans and billing gives the plans and the steps to stop a subscription.
Imports
The Imports card says which sources are connected. To import a vault from your browser, choose Import a vault on the Notes vault row. Import a notes vault gives the steps.
Your data
Only an admin sees this card. Export everything saves every memory and record as one file. The card also lists what has been deleted and is still inside its thirty-day window, and Put it back returns it. Your data says what each of those does.