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Settings

Overview​

As an admin, you can view and edit organization details, manage Staff Access, and customize system email templates.

  1. Log in as an admin.
  2. From the left navigation menu, select Organization Settings at the bottom.

About Organization​

This page summarizes your org details (Id, Name, Domain, Created By/At) and Staff Access control.

Organization Settings overview

Update Organization​

  1. Click Edit on Organization Settings.
  2. Update Name and Domain. Optionally toggle Staff Access.
  3. Set up or update the owner’s info if prompted.
  4. Click Save.

Editing Org Settings​

Toggle Staff Access to allow the ai12z Support Team to access projects for troubleshooting. You can manage this at the parent org and for each sub‑organization.

Update Organization with Staff Access and owner info

Assign who is the Owner, this is the user that will receive notifications such as account ballance.

Customize Email Templates​

Use HTML templates and tokens to customize system emails (verify email, invites, password reset, support ticket, invoices, etc.).

  1. Go to Organization Settings → Customize Email Templates
  2. Choose a template type from the list
  3. Click Edit from the action menu
  4. Update Subject and Message (HTML is supported). Available tokens are listed on the right.
  5. Save

Email templates list

Edit Email Template dialog with tokens

AI-Powered Email Design​

Use the Instruction field to generate or modify email templates with natural language:

  • Describe the design changes you want (e.g., "Add a header with our company logo")
  • Request specific layouts or styling (e.g., "Make the button larger and change to green")
  • Attach an image to match a specific design aesthetic or extract exact branding elements
  • The AI will generate professional HTML email templates based on your instructions

You can also use Available Tokens (shown on the right) to personalize emails with dynamic content like user names, verification links, and organization details.

Common templates

  • Verify Email, User Invite, Invite Existing User
  • Support Ticket notifications
  • Reset Password
  • Join Request (Request, Approved, Rejected)
  • Invoice

Tokens (examples)

  • userFirstName
  • verifyLink
Domain

Please use the appropriate domain. The system uses the domain to create a default prompt when a new Agent is created in the organization.