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Organization Management

Organizations are the top-level workspace in Backstack where you manage team members, configure tools and services, and control access to your AI infrastructure.

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What is an Organization?

An organization in Backstack provides:

• Team management - Invite and manage members with role-based permissions
• Shared resources - Tools, services, and AI providers available to all members
• Security controls - Policies, client restrictions, and access management
• Analytics - Usage insights and reporting across your team

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Organization Roles

Backstack uses three role levels to control access:

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Managing Team Members

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Viewing Organization Users

Access user management:

1. Navigate to Organization → Users in the sidebar
2. View two tabs:
   • Active Users - All current organization members
   • Pending Invitations - Invitations sent but not yet accepted

Active users are displayed with:

• Name and email address
• Role badge (OWNER, ADMIN, MEMBER)
• Join date
• Remove option (except for yourself)

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Inviting New Members

Add team members to your organization:

1. Go to Organization → Users
2. Click the Invite User button
3. Enter the new member’s email address
4. Select a role:
   • Member - Basic access to use organization tools
   • Admin - Can manage users and configure organization settings
   • Owner - Full administrative control
5. Click Send Invitation

The invited user will receive an email with instructions to join your organization.

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Managing Invitations

Track and manage pending invitations:

1. Go to the Pending Invitations tab
2. View all sent invitations that haven’t been accepted
3. Revoke an invitation if needed by clicking the remove icon

Once an invitation is accepted, the user moves to the Active Users tab.

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Removing Users

Remove a team member from your organization:

1. Go to Organization → Users
2. Find the user in the Active Users list
3. Click the remove icon next to their name
4. Confirm the removal in the dialog

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Organization Settings

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MCP Tool Routing

Control how your organization’s tools are exposed to external AI clients:

1. Navigate to Settings → MCP Tool Routing
2. Toggle Smart Tool Routing:
   • Enabled (recommended) - External MCP clients receive a single intelligent routing tool that automatically selects the right tool for each task
   • Disabled - All tools are exposed directly, which can overwhelm the AI’s context window

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AI Providers

Configure AI providers that members can use:

1. Go to Organization → AI Providers
2. Click Add Provider to configure a new AI provider
3. Enter provider details and API keys
4. Enable or disable providers as needed
5. View supported models for each provider

Once configured, all organization members can select their preferred AI provider in their personal Settings.

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Security & Client Restrictions

Control which AI clients can access your organization:

1. Navigate to Organization → Security → Client Restrictions
2. View the list of available AI clients grouped by vendor
3. Use quick actions:
   • Block All - Prevent all clients from accessing organization data
   • Allow All - Permit all clients (default)
4. Or block/allow individual clients (Claude Desktop, Cursor, Continue, etc.)

Blocked clients cannot connect to your organization or access any resources.

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Multi-Organization Membership

Users can be members of multiple organizations:

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Switching Organizations

1. Click your profile avatar in the top-right corner
2. Select the organization icon in the dropdown
3. View your current organization
4. Switch to another organization if you’re a member of multiple

Your current organization determines which workspaces, tools, and resources you have access to.

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Best Practices

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User Management

• Use appropriate roles - Grant Admin access only to users who need to manage the organization
• Review members regularly - Remove users who no longer need access
• Track pending invitations - Follow up on invitations that haven’t been accepted
• Document roles internally - Maintain a list of who has admin access and why

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Security

• Enable Smart Tool Routing - Reduces security surface area by limiting exposed tools
• Use client restrictions - Control which AI clients can access your data
• Configure security policies - Set organization-wide security rules (see Security Policies documentation)
• Limit Owner role - Keep the number of Owners minimal for better accountability

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AI Providers

• Centralize API keys - Configure AI providers at the organization level rather than having users manage their own keys
• Monitor usage - Use analytics to track AI provider usage across your team
• Rotate keys regularly - Update API keys periodically for security
• Test before enabling - Verify AI provider configuration works before making it available to all users

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Next Steps