Org Settings Overview
Who this is for
Organization Owners and Admins who want to understand and configure organization-level settings.
What you will complete
Navigate the Settings area, understand what each settings section controls, and identify where to go for specific configuration changes.
Before you begin
- Owner or Admin role required for most settings.
- Navigate to Settings in the left sidebar.
Settings sections overview
Navigate to Settings in the left sidebar to access the following sections:
AI Agent
Configure your AI Pilot provider, API key, agent controls (master switches and granular write permissions), per-server access, and AI memory.
Go here for: changing AI provider, setting write permissions, enabling/disabling AI Pilot, managing memories. See: KB-07-04.
Notification Channels
Configure the channels where CloudAIPilot sends alerts, backup notifications, deployment results, and other events. Supported channels: email, Slack, Discord, Teams, webhook, Telegram.
Go here for: adding or removing notification channels, testing a channel, viewing delivery history. See: KB-10-01 through KB-10-08.
Notification Preferences
Control which event types trigger notifications on each configured channel.
Go here for: fine-tuning which alerts go to Slack vs. email, disabling notifications for specific event types. See: KB-10-05.
Git Integration
Connect your GitHub, GitLab, or Bitbucket account for automatic deployment triggers.
Go here for: adding a Git provider, rotating tokens, managing connected repositories. See: KB-03-08, KB-04-05.
Other organization management areas
These are accessible as top-level items in the left sidebar (not inside Settings):
Team Members
View and manage all members in your organization: invite new members, change roles (including custom roles), and remove members. Has three tabs: Members, Roles, and Permissions.
Go here for: inviting someone, changing a role, creating custom roles, offboarding. See: KB-09-01, KB-09-07.
Activity
The Activity page tracks all background processes, goal runs, and history. It also contains the Audit tab — a permanent, immutable record of all actions taken in your organization by humans and by AI Pilot.
Go here for: reviewing what happened and when, investigating an unexpected change, compliance review. Click the Audit tab on the Activity page. See: KB-09-06.
General settings
Some basic organization-level settings appear on the main Settings page:
- Organization name — the display name for your organization in the dashboard
- Timezone — used for scheduled operations and display times (set this to your primary team's timezone)
- Billing — subscription, usage, and payment management (Owner only)
What success looks like
- You know which settings section to visit for each type of configuration change.
- Key settings (AI Pilot, notification channels, team members) are configured before your first production workload.