Settings at a glance
Open Settings from the bottom of the sidebar. It takes over the full page. The arrow at the top returns you to where you were.
The Agent personalization, Skills and Agent inbox sections appear once your organization has Casa Conect OS.
A first-week checklist
1
Name the organization and add a logo
Settings → Organization. The logo appears on branded share links. The name forms the prefix of every matter code.
2
Invite your team and choose the admins
Settings → Members. See Members and invitations. Keep at least two admins, so that one person’s absence never locks the organization out of its own settings.
3
Ask everyone to turn on two-factor authentication
Each person does this for themselves under Settings → Security. See Your account and sign-in.
4
Set up billing and credits
Settings → Access & billing. Add credits, consider auto-refill, and set a monthly budget. See AI credits.
5
Decide which models the team may use
See Model policies.
6
Write the organization's guidance
A few lines on who you are, your house style and your hard rules. See Guidance.
7
Configure the agent's inbox
Share the address, and choose the reply policy and who can open threads. Start with the defaults: drafts require approval, members only.
8
Deploy the Word add-in
Your Microsoft 365 administrator can deploy it to everyone.
Related
Roles and permissions
What admins and members can do.
Security overview
For your IT and compliance review.