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User Profile & Settings

Your user profile and personal settings control how you interact with Backstack across all your organizations.

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Personal Settings

Access your settings from the sidebar footer or user menu in the top-right corner.

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AI Provider Selection

Choose your preferred AI provider from the providers configured by your organization:

1. Navigate to Settings
2. Find the AI Provider dropdown
3. Select your preferred provider from the list
4. Your selection persists across sessions

The selected provider determines which AI model powers your conversations and tool executions in Backstack.

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MCP Tool Routing

View your organization’s MCP tool routing configuration:

• Smart Tool Routing - Shows whether your organization uses intelligent tool routing
• This setting is managed by organization admins and affects how tools are exposed to external AI clients

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Multi-Organization Membership

If you’re a member of multiple organizations, you can switch between them:

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Current Organization

View your current organization:

1. Click your profile avatar in the top-right corner
2. Look for the building icon showing your current organization name
3. All workspaces, tools, and resources you access are scoped to this organization

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Switching Organizations

To work with resources in a different organization:

1. Click your profile avatar in the top-right
2. Select the organization icon
3. Choose the organization you want to switch to

When you switch organizations:

• Your available workspaces change
• You gain access to that organization’s tools and services
• Your role and permissions may differ in each organization
• Your AI provider selection remains the same across organizations

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Account Management

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Sign Out

Sign out of your Backstack account:

1. Click your profile avatar in the top-right corner
2. Select Sign Out at the bottom of the menu
3. You’ll be redirected to the sign-in page

Your session will be cleared, and you’ll need to sign in again to access Backstack.

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Navigation & Access

Your role in each organization determines what you can access:

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Member Access

All authenticated users can access:

• Home - Dashboard and recent activity
• Chat - AI conversations
• Workspaces - Workspaces you’re a member of
• Documents - Document library and search
• Settings - Personal preferences

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Admin/Owner Access

Organization admins and owners additionally see:

• Users - Team member management
• Security - Policies and client restrictions
• Services - MCP tool installation
• AI Providers - AI provider configuration
• Analytics - Usage metrics
• Reports - Organization reports

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Best Practices

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Personal Settings

• Choose the right AI provider - Select the provider that best fits your tasks (e.g., Claude for coding, GPT for general tasks)
• Keep sessions active - Backstack maintains your session, but sign out on shared devices
• Check your organization - Before starting work, verify you’re in the correct organization

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Multi-Organization Workflows

• Separate work contexts - Use different organizations for different teams or projects
• Understand role differences - Your permissions vary by organization
• Switch intentionally - Be aware of which organization you’re currently working in
• Use distinct workspace names - Helps avoid confusion when switching organizations

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Account Security

• Use strong authentication - Enable 2FA if available through your authentication provider
• Sign out on shared devices - Always sign out when using public or shared computers
• Review access regularly - Know which organizations you’re a member of
• Report suspicious activity - Contact your organization admins if you notice unusual access

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Next Steps