Settings & Admin¶
Settings come in two groups. You holds what is yours alone and every member has it. Organisation is where the organisation is configured; its pages are for owners and admins, and most of them are set up once and rarely touched again.
Open the profile menu at the foot of the rail (your initials) and choose Settings, or press Ctrl+,. Admins also have Organisation in the same menu, which opens the organisation's pages directly. The sidebar lists the pages, with a search field at the top: type a word such as outlook or invite to find the page that has it.
Who can change what
Owners and admins see and change the organisation's settings. Engineers and viewers see the You group only. If a page says it is for administrators, that is your role, not a fault.
You¶
Notifications and briefings¶
Which emails you get, and which routines tell you what they found.
When someone is named Responsible, Reviewer or Approver on a product, Colleag mails that person at the address on their Members row. The person who clicked Save is not mailed. See The product team.
Briefings from routines lists the organisation's routines, each with a switch. Switch one on to be told what that routine found: in the bell, and under From your colleagues in the chat's sidebar. What a routine does and when is set on its colleague's page.
Connected accounts¶
Your own sign-ins to other services. Only you use them, and an admin does not set them up for you.
- Outlook (Microsoft 365) — lets a mail draft from the chat land in your own Drafts folder. Colleag creates drafts; you send them.
- Your own Claude account, where your organisation allows it.
Organisation¶
Company¶
Your organisation's profile: company name, size, industries and target markets. Every agent reads it before answering, so this is the highest-value five minutes in the whole product. Until it is filled in, the workspace shows a nudge banner.
Members and roles¶
Manage who is in your organisation.
Team Members lists everyone with their role. To add someone, use Invite Member: type the email address, pick the role, and send the invitation.
| Role | Can do |
|---|---|
| Owner | Everything, including billing and destructive actions |
| Admin | Manage members, integrations and organisation settings |
| Engineer | Full day-to-day work: chat, documents, publishing |
| Viewer | Read-only access |
The new member accepts the invitation by signing in with the invited email address — see Logging in.
Product teams¶
Who is Responsible, Reviewer and Approver for each discipline on a product. See The product team.
Integrations¶
Connect your ERP, component databases and communication channels. Covered in full in Integrations and your ERP.
Microsoft Teams as an ask surface has its own page under this menu: enable the org, bind each channel to one product, and claim Teams people. See Asking Colleag from Microsoft Teams.
What the organisation connects here is shared by everyone. Your own Outlook sign-in is under Connected accounts.
Modules¶
The optional parts of Colleag your organisation has, such as Monitor ERP, CRA monitoring, Silicon Advisor and UPS shipping, each marked On or Off. A module that is off is hidden everywhere: in the chat, in the rail and in the documents. Colleag switches modules for your organisation; ask us to change one.
Colleagues¶
What the colleagues are told, and which models answer. Three tabs:
- Instructions — per discipline: the company's own rules (they apply to every product), the instructions from the governing SOP, and per product the mission and the full prompt. The SOPs tab beside it shows each procedure's agent instructions.
- Disciplines — which disciplines your organisation has. You can fork a built-in discipline to adapt it, or create a new one with + New Discipline. Only enabled disciplines take part in a roundtable.
- Models — where the colleagues' requests go: Colleag models (included), or Your own Azure OpenAI, where prompts and tokens stay inside your Azure subscription and appear on your Azure bill.
Routines¶
Everything the colleagues do on their own, across the organisation: the nightly vulnerability check, the weekly CRA status report and any other routine a member has set up. The page shows how many are on, failed in the last day and paused, and lists what needs a person. Open a routine to run it now, pause it, delete it or give it a new owner.
A routine runs with its owner's access. If the owner leaves the organisation, the routine pauses and the admins are notified; give it a new owner here to start it again. See Routines.
Billing and credits¶
Your plan, your credit balance and how credits have been used. Some features — the secure ERP connector, for example — depend on the plan, and the pages that need them link here.
Your data¶
Colleag's anti-lock-in page. All your engineering documents live in a Git repository your company owns outright, and this page shows the clone URL for every repository so you can take a full copy at any time.
You can also change the Git Provider. Colleag can host the repositories for you, or write into your own GitHub or Azure DevOps organisation. For GitHub you install the Colleag.ai GitHub App on your organisation and enter the installation ID here. Change opens the form with what is saved now. The repository name is colleag unless you choose another before the first product is created; once a product exists the field shows the repository it lives in and cannot be changed.
Try the clone once
Clone one repository to your own machine early on. It is the fastest way to convince yourself — and your management — that nothing is trapped inside the tool.
Revisions¶
Revision & Version Numbering picks the numbering convention Colleag stamps on published documents. You never type a revision by hand.
Choose the scheme that matches what your company already uses. Each option
shows an example sequence such as R1A → R1B → R2A. Some schemes distinguish
technical from editorial changes — those are the ones that show the
change-kind choice when you publish. Schemes that do not say so explicitly.
There is also a free-text field where you describe your real approval process. That text is context for the agents only; it never changes the numbering, which stays fully deterministic.
Reset¶
Reset Organization wipes the organisation's data so you can start over.
There is no undo
Reset is for evaluation and demo organisations. It asks for confirmation first. Do not use it on an organisation with real work in it — export from Your Data first if there is any doubt.
Platform administration¶
Colleag staff with the super-admin role have an extra Colleag admin area, reached from the profile menu, covering organisations, users, platform billing and system status. It is not part of normal organisation administration and most customers never see it.