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Your organization is the top-level container in Parlé. Everything your firm does in Parlé — projects, members, model providers, billing, and spending controls — lives under a single org. As an org admin, you control who belongs to the org, which AI providers are available, how costs are managed, and how the workspace integrates with your firm’s identity and storage infrastructure.

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Creating Your Organization

When you sign up for Parlé for the first time, a setup wizard prompts you to name your organization. The account that completes this step becomes the first org admin automatically. From that point, you can invite additional admins, configure providers, and begin creating projects for your client engagements.

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Key Configuration Steps

Complete these steps after your org is created to get your firm fully operational.
1

Name Your Organization

Go to Org settings → Organization and use the Organization profile card to enter your firm’s name. The name appears across the workspace and in any billing communications. You can rename the organization at any time: change the name, then save it. The name is required and can be up to 100 characters.
2

Add Your Logo (Optional)

On the same Organization profile card, select Upload logo. Your logo appears next to the organization name in the sidebar and in the organization picker; until you add one, Parlé shows your organization’s initials. See Organization logo for the accepted formats and limits.
3

Connect Model Providers

Navigate to Org settings → Models and add the AI providers your firm will use (for example, OpenAI, Anthropic, or Azure AI Foundry). Provider credentials are stored at the org level and made available to all projects. See the Connecting Providers guide for step-by-step instructions.
4

Set Your Currencies (If You Do Not Work in US Dollars)

If a provider bills you in GBP, EUR or CAD, set its Quote currency when you connect it — on each Azure AI Foundry deployment, or on the Google Gemini card — before you enter any rates. Then choose the currency your reports read in under Org settings → Budgets & alerts → Reporting currency. Each project’s caps get their own budget currency when you create it. Everything defaults to USD. See Currencies and Exchange Rates.
5

Invite Your Team

Navigate to Members in the sidebar and send email invitations to your colleagues. Assign each person a role — org admin or member — at invite time. Invitees must accept the email invite before they can access the workspace.
6

Configure SSO (Optional)

Go to Org settings → Organization → Single sign-on to connect your identity provider (such as Microsoft Entra ID or Google Workspace). Once SSO is active, members can sign in through your IdP without managing a separate Parlé password.
7

Connect Native Storage (Optional — Business Plan and Above)

Go to Org settings → Files & search → File storage to choose which storage your projects can use. Parlé Cloud Storage needs no setup; you can also connect your firm’s own SharePoint library or Google Shared Drive so project files stay in your own infrastructure. Connecting your own storage is available on the Business plan and above.
8

Set Org-Wide Spending Caps

Navigate to Org settings → Budgets & alerts and, on the Monthly spend cap card, enter a Cap (USD / month) — a monthly US-dollar ceiling on total model spend for the entire org — then select Save cap. This acts as an outer backstop above all individual project caps and personal budgets. See Org-Wide and Per-User AI Spending Caps for details.
An org admin can give the organization a logo from Org settings → Organization → Organization profile. Select Upload logo (or Replace logo to swap an existing one), and Remove logo to go back to the initials. Parlé checks the image itself rather than trusting the file name, then stores a resized PNG (shown at up to 512 px) so it stays sharp and light. Only org admins can change the logo; every member sees it. If an upload is refused, the card tells you why, and your existing logo is left in place.

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Where things live in Org settings

Org settings (in the sidebar, for org admins) has six tabs: Members are managed on their own Members page, and platform usage this month is on the Usage page.

Members

Invite new members, assign or change roles, set per-user spending limits, and remove departing staff from the org.

Model Providers

Add, configure, and remove AI model provider credentials. Providers added here are available to all projects within the org.

Security & SSO

Configure SSO and review authentication settings. Enforcing SSO ensures all members sign in through your firm’s identity provider.

Storage

Connect your firm’s own cloud storage for conversation data and file attachments. Available on the Business plan and above.

Spending Limits

Set a monthly org-wide AI spending cap and per-user limits. These controls stack on top of individual project budgets.

Plans & Billing

View your current plan, seats and what your plan includes in Org settings → Organization, and select Manage billing on the Current plan card for payment methods and invoices.

Audit Log

Read, filter and export what Parlé records in your audit log — membership, settings, budget and provider changes among them — in Org settings → Audit log. Available on the Business plan and above.

Data Export

Download a copy of your organization’s projects, conversations, artifacts and Parlé-hosted files as one zip from Org settings → Data export. Available on the Business plan and above.

Roles & Permissions

Understand what org admins, project admins, and members can see and do across the workspace.
Only org admins can access Org settings. The first user to create the organization is automatically assigned the org admin role.