Settings & Billing
Organisation settings: hub chat, memory and plan limits
The Settings section: what each card does, the hub chat swearing filter, memory for everyone, and your plan limits.
Step 1
Open Settings
In Organization, press Settings. It is a stack of cards: Document Brand Kit, Document Tags, Hub Chat Policy, Memory, then Organization Settings. Press a card's heading to open or close it.
Document Brand Kit
Logo, colours and fonts applied to every document and presentation Secretary generates in chat
Document Tags
The organization’s tag vocabulary: shared tags you control, plus tags members have created
Hub Chat Policy
Rules every collaborative hub chat in your organization follows
Memory
Whether Secretary may remember facts and preferences across each member’s own chats
Step 2
Hub Chat Policy
Block swearing in hub chats is off by default. Ticked, messages, edits and thread titles in hub chats that contain swearing are refused before they post; the sender keeps their draft and is told why. It saves as soon as you tick it. If the setting cannot be loaded, the card says Hub chat settings could not be loaded. with a Try again button.
Hub Chat Policy
Rules every collaborative hub chat in your organization follows
Step 3
Memory
Let Secretary remember things across chats is on by default. Each person's memory is private to them and only used in their own private chats. Untick it to pause memory for everyone; nothing is deleted, and it carries on when you tick it again. If the setting cannot be loaded, the card says Memory settings could not be loaded. with a Try again button.
Memory
Whether Secretary may remember facts and preferences across each member’s own chats
Step 4
Plan limits
Organization Settings shows your plan's Max Seats, Max Documents and Storage Limit. They come from your subscription; the Owner changes them under Billing.
Organization Settings
Plan limits and configuration for your organization
- Max Seats
- 10
- Max Documents
- Unlimited
- Storage Limit
- 500.0 GB
- Custom Components
- Disabled
Seat, document, and storage limits come from your subscription. Manage them in the Billing section.
Try it in Secretary, or create an account to get started.
Related guides
Setting up the Document Brand Kit
Give every document and presentation Secretary makes in chat your logo, colours, fonts and footer.
Managing your organisation's tags
Set up shared tags everyone can pick, and tidy up the tags people have made.
Billing, your plan and seats
See your plan, change it or its seats, follow your credits, and cancel. For the Owner.