The organization menu
On this page
The organization menu is the left-hand sidebar Specset shows whenever you are outside a project. It collects your projects, your chats with the agent, and the admin pages for people and settings. What you see depends on your role and the features enabled for your organization.
Find your way around the sidebar
- Projects — The projects you are a member of. Managers and Admins can create projects and set the filter's Visibility to All Projects. See Create your first project. F&M organizations call this Facilities.
- Chat — Start a new conversation with the agent. Expand Chat and choose History to search earlier conversations, filter them by project, or turn on Has artifacts. See Ask the project.
- Agent Sessions — Start and review runs of your organization's configured agents with New Agent Session.
- Artifacts — Every output the agent has produced across your organization's projects. See Artifacts.
- Bid Opportunities — Gather incoming opportunities, check their source documents, and record review decisions. See Bid opportunities & screening.
Under Admin:
- Members — Manage people, invitations, and organization roles. Expand Members to find Teams and assign groups of people to projects. See Members & roles.
- Org Settings — The organization's name and logos, which Admins can change, plus the pages below.
Open a project to swap the sidebar for that project's tools. Click the project name at the top of its sidebar to return to the projects list.
Change organization settings
Expand Org Settings to reach each settings page:
| Page | What it controls |
|---|---|
| Integrations | Connections to Procore and Autodesk Build. See Integrations overview. |
| Security & SSO | Sign-in requirements and identity providers. See Organization security. |
| Stamps | The review stamps people apply to submittal reviews. |
| Appearance | Logos, display name, and theme colors, when branding is enabled for your organization. |
| Agents and Skills | The organization's agents and custom skills. Shown to Managers and Admins. |
| Memory | What the agent has remembered. Any member can review, edit, or delete memories. |
| Usage | Credits used across the organization. |
Check your organization's usage
- Expand Org Settings and choose Usage.
- Pick a range: 7D, 30D, or 90D.
- Split the Credits over time chart By Project, By User, or By Type.
The page also shows Credits Used and the Daily Average for the range, with tables of credits by project, user, and type. Every member of the organization can view it.
Switch organizations
If you belong to more than one organization, switch between them from the top of the sidebar.
- Click your organization's name above the sidebar. The menu shows its member count and shortcuts to Members, Integrations, and Org Settings.
- Under Switch Org, choose the other organization. Specset opens its projects list.
Get help and product news
At the bottom of the sidebar, Support contacts the Specset team and What's new shows recent product updates, with a dot when there are entries you haven't seen.
Why is a menu item missing?
Agent Sessions and Artifacts appear in the organization sidebar for Managers and Admins only, and Agent Sessions must also be enabled for your organization. Anyone in a project can still open that project's Artifacts. Bid Opportunities appears only when it is enabled for your account. Ask an Admin if you need a different role or access.