Openbook

Organization settings

Find your way around the organization pages — Chat, Files, Storage, AI, analytics and the Settings tab that holds billing.

Everything you administer at the organization level lives in one place. Pick your organization from the switcher in the sidebar to open its pages, then use the navigation to move between them.

The organization itself — who is in it, their roles, who owns it — belongs to your Bookbag account and is managed there, because the same organization is shared by every Bookbag product. So are its files, its chat and its AI configuration: all three live in the account service and are the same in Openbook, Madebook and Bookbag. These pages are Openbook's half — its workspaces and its bill — plus the doors to everything the account service holds. See Members & access.

The organization pages

Once you have selected an organization, you can reach the following pages:

  • Overview — the shape of the organization at a glance, and the concierge: a chat that will build spaces, rooms, boards and stories for you.
  • Members & access — grant workspace access, and control who can use Openbook's chat rooms. Membership and roles are handled at the Bookbag account, which this page links to. See Members & access.
  • Chat — the organization's chat, shared with every Bookbag product. See Organization chat.
  • Files — every file saved for this organization by any Bookbag product, in one list. Search, upload, download and delete. See Storage and files.
  • Storage — where this organization's bytes physically sit, and how much of the allowance is left. See Storage and files.
  • AI self hosted — who runs the models for this organization and which ones, the token usage bar, and the per-space agent gates. See AI configuration.
  • Analytics — agent sessions, runs, tokens used and topics, across every space. See the build agent.
  • MCP — org-wide oversight of MCP servers. See MCP servers.
  • Chat logs — a record of every agent conversation in the organization.
  • Settings — billing, described below.

Most of these pages are for organization owners and admins. Everyday members work inside spaces and rooms and rarely need to visit them. Two exceptions: Chat is for everyone in the organization, and the AI self hosted page is readable by any member — only changing it is owner-only. Reading the usage bar is not, because what the organization is spending is not a secret from the people spending it.

Settings

The Settings page is what Openbook itself charges for: your current plan, your trial status if you are on one, and the option to upgrade. For a full walkthrough of plans and pricing, see Plans.

Storage and Usage used to be tabs here. They are gone. Openbook no longer holds files, so there is nothing about them to set in its own settings. Everything moved to the Storage page in the organization sidebar, next to Files.

Storage and usage

The Storage page in the sidebar holds three things: a bar showing how much of the allowance has been spent, a breakdown of this organization's files by where they came from, and the chooser for where the organization's bytes physically sit — the platform's own storage, or your own S3-compatible bucket, Dropbox or SharePoint.

The one thing to know before you read the bar: the allowance belongs to the organization owner's Bookbag account, and it is shared by Openbook, Madebook and Bookbag. Filling it in one product fills it in all of them. Full details, and what to do when you hit it, are in Storage and files.

Managing files across the organization

The Files page lists every file saved for this organization — by Openbook and by the other Bookbag products, since they all keep their files in the same place. Each row is tagged with where it came from: chat, a recording, a board, a profile picture, or a plain upload. Use it to:

  • Search by name, and filter by type, by source, or by a date range.
  • Upload a file by hand, and download any file in the list.
  • Delete files that are no longer needed, which frees the allowance immediately.

Deleting a file removes the bytes, not just the row, and it removes them for everyone in the organization and in every product. Anywhere the file was embedded stops loading it. Check that no one still needs it before you delete.

AI, analytics, and oversight

Three pages give you visibility into how the organization uses AI:

  • AI self hosted decides whose key answers — your organization's own, or the platform's — and which models. It also carries the token usage bar and the per-space agent gates. None of it is stored by Openbook: it lives at the Bookbag account service and is the same configuration in every Bookbag product. Full details in AI configuration.
  • Analytics shows sessions, messages, runs, active users, tokens used, runs by status, the top topics, a per-space breakdown, and a 30-day activity strip. These are Openbook's own measurements of each run — the figure that actually caps anything is the bar on the AI page.
  • Chat logs records every agent conversation, so you can review what an agent has been asked and how it responded.

Analytics and Chat logs are limited to the organization's owner and its admins. Changing the AI configuration is limited to the owner alone.

For MCP, the MCP page gives you org-wide oversight of connected servers — see MCP servers.

Where to go next

← PreviousTransferring ownershipNext →Storage and files