Organization Settings

Manage your organization's basic information and configuration.

Accessing Settings

1. Log in to Hindsight Cloud
2. Open the Organization menu in the top navigation bar and select Organization Settings

Creating a New Organization

If you need a separate workspace — for example, to isolate a production environment from a development environment, or to manage a distinct project — you can create additional organizations from the organization switcher in the header.

Permissions Required

Only Owners can create new organizations.

How to Create an Organization

1. Click the organization name in the top navigation bar to open the org switcher
2. Select Create New Organization
3. Enter a name for the new organization
4. Click Create

You are automatically switched to the new organization and added as its owner.

One Free Credit Grant Per User

Welcome credits are granted once per user account, regardless of how many organizations you create. Creating additional organizations does not grant additional free credits. If you need credits in a new organization, you can purchase credits or transfer credits from another org you own.

Switching Between Organizations

Click the organization name in the top navigation bar at any time to switch between your organizations. Your selected organization is saved so it persists across sessions.

Organization Details

Organization Name

The display name for your organization, visible to all team members.

Permissions Required

Only Owners can modify the organization name.

To update the name:

1. Enter the new name in the text field
2. Click Save
3. The change is applied immediately

Organization ID

A unique, immutable identifier for your organization displayed for reference. This ID cannot be changed.

Creation Date

Shows when the organization was created. This is for reference only and cannot be modified.

Configuration

The Configuration tab lets you customize how Hindsight processes and stores memories for your organization.

Permissions Required

The Configuration tab is only visible to Admins and Owners.

How Configuration Inheritance Works

Hindsight uses a three-tier configuration hierarchy:

1. Global defaults — built-in server defaults that apply to all organizations
2. Organization overrides — settings you customize here, applied to all banks in your organization
3. Bank overrides — per-bank settings configured on each bank's Configuration tab, which take priority over organization settings

When you change a setting at the organization level, it becomes the new default for every bank in your organization — unless that bank has its own override for that specific field.

Override Indicators

Each field displays a label showing where its current value comes from:

• Global default — the field is using the built-in server default; you haven't customized it
• Org override — you've set a custom value at the organization level

At the bank level, the labels are:

• Inherited — the field is using the organization value (or global default if the org hasn't overridden it)
• Bank override — a custom value has been set on this specific bank

Configuration Sections

The configuration page is organized into four sections, each with its own Save changes button:

Retain

Controls how content is processed and stored when memories are created.

Setting	Description
Chunk Size	Size of text chunks for processing (500–8000 characters)
Mission	Steers what banks pay attention to during extraction — works alongside any extraction mode
Extraction Mode	How aggressively to extract facts: concise (selective, default), verbose (capture everything), or custom (your own rules)
Custom Extraction Prompt	Replaces the built-in extraction rules entirely (only shown when Extraction Mode is set to custom)

Entities

Controls entity extraction and lets you define a controlled vocabulary of classification labels.

Setting	Description
Free Form Entities	When enabled, extracts named entities (people, places, concepts) alongside any label groups. Disable to restrict extraction to label groups only.
Label Groups	Define key:value classification labels (e.g., topic:architecture, sentiment:positive). Banks use these labels to classify extracted entities.

Observations

Controls how individual facts are synthesized into durable, higher-level observations over time.

Setting	Description
Enable Observations	Enables automatic consolidation of facts into observations
Mission	What banks should synthesize into durable observations. Replaces the built-in consolidation rules — leave blank to use the server default.

Reflect

Shapes how banks reason and respond when using the reflect operation.

Setting	Description
Mission	Agent identity and purpose, used as framing context in reflect
Skepticism	How skeptical vs. trusting when evaluating claims (1–5 scale)
Literalism	How literally to interpret information (1–5 scale)
Empathy	How much to weight emotional context (1–5 scale)

Resetting Individual Settings

To reset a single field back to the global default:

1. Find the field showing an Org override badge
2. Click the × button on the badge
3. The field reverts to the global default immediately

Resetting All Configuration

To reset all organization-level overrides at once:

1. Click Actions → Reset Configuration (top-right corner of the page)
2. Confirm the reset

This removes all organization overrides — every field reverts to the global default. Bank-level overrides are not affected.

Actions Menu

The Actions dropdown in the top-right corner provides administrative actions.

Permissions Required

The Actions menu is only visible to Admins and Owners. Some actions are restricted to Owners only.

Action	Role Required	Description
Reset Configuration	Admin+	Resets all org-level overrides to global defaults
Delete Organization	Owner	Permanently deletes the organization and all data

Deleting an Organization

Owners Only

Only organization Owners can delete an organization.

Organization deletion is a permanent, irreversible action that removes:

• All memory banks and their data
• All stored memories
• All documents and entities
• All API keys
• All team members and pending invitations
• The organization itself
• Any remaining credits — credits are not refunded and cannot be recovered after deletion

Transfer Credits Before Deleting

Any unused credits in this organization will be permanently lost when you delete it. If you own other organizations, transfer your credits to one of them before proceeding.

Deletion Process

1. Go to Settings → General and scroll to the Danger Zone section
2. Click Delete Organization
3. Read the warning carefully — including the credits warning
4. Type your organization name to confirm
5. Click Delete

This Cannot Be Undone

Once deleted, your organization and all its data are permanently removed. This action cannot be reversed.

Back up any important data before proceeding.

What Happens After Deletion

• You're redirected to the home page
• All team members lose access immediately
• API keys stop working immediately
• Data is permanently deleted
• Remaining credits are forfeited

Best Practices

Configuration Strategy

• Set organization defaults first — configure the most common settings at the org level so new banks inherit sensible defaults
• Use bank overrides sparingly — only override at the bank level when a specific bank needs different behavior
• Document custom prompts — if you use custom extraction or observation prompts, keep a record of what they do and why

Before Deleting an Organization

1. Transfer unused credits — transfer any remaining credits to another organization you own
2. Notify team members — ensure everyone knows about the planned deletion
3. Revoke API keys — update any applications using your keys

Organization Naming

• Use descriptive, professional names
• Include team or project identifiers if needed
• Avoid special characters that might cause issues

Permissions Reference

Action	Owner	Admin	Member
View organization details	✓	✓	✓
Update organization name	✓	✗	✗
View configuration	✓	✓	✗
Edit configuration	✓	✓	✗
Reset configuration	✓	✓	✗
Delete organization	✓	✗	✗