This guide covers organization settings, user management, permissions, client access control, and branding customization. These features help administrators manage their Page workspace effectively.
Accessing Settings
Click "Gear Icon" in the navigation menu to access your user and organization settings. The settings area includes:
My profile - Manage your notification preferences and preferred language
Users - Manage user accounts
Clients - View and manage all client profiles
Branding - Customize organization branding (if available)
Permission Requirements
Some settings features require specific user permissions. If you can't access certain settings, contact your organization administrator.
User Management
Viewing Users
Navigate to Settings → Users to see all users in your organization:
User names and email addresses
User roles
Last activity date
Account status (active/inactive)
Adding New Users
Go to Settings → Users
Click "Add new user" or the create button
Enter the user's information:
Name - Full name of the user
Email - Work email address (used for login)
Role - Select the appropriate role (see roles below)
Click "Create user"
The new user will receive an email invitation to set up their account and access Page.
Editing User Information
To update a user's name, email, or role:
Find the user in the users list
Click on their name or the edit option
Make your changes
Save the updates
Email Address Changes
Changing a user's email address will affect their login credentials. They'll need to sign in with the new email address.
Removing Users
To remove a user from your organization:
Find the user in the users list
Click the delete or remove option
Confirm the deletion
Removed users immediately lose access to Page. Their data (notes, policy briefs, etc.) remains in the system but is attributed to their account.
User Roles and Permissions
Page uses role-based access control to manage what users can do. The available roles depend on your organization's configuration.
Understanding User Roles
Page uses two user roles to control access and permissions within your organization: Administrator and Member. Your role determines what you can see and do in Page. If you're organization doesn't require restricting access to client profiles you'll be fine to leave everyone as an administrator.
Administrator
Administrators have full access to manage your organization in Page. They can:
View and manage all clients - Access every client profile in your organization, even if they're not explicitly assigned to them
Invite and manage users - Add new users to Page, edit user information, change user roles, and remove users from your organization
Assign users to clients - Control which users have access to which clients (when using the assigned clients model)
Configure organization settings - Manage organization-wide settings including branding, billing, and which government regions your organization monitors
Access Wonk chat - Use the AI-powered Wonk chat feature to ask questions about government activities
Best for: Team leads, Admins, and anyone who needs to oversee the entire organization's use of Page.
Member
Members have focused access to do their day-to-day work in Page. They can:
View and manage assigned clients only - Access client profiles they've been explicitly assigned to, including viewing activity, creating topics, and managing takeaways
Create new clients - Set up new client profiles (they'll automatically be assigned to any clients they create)
Access Wonk chat - Use the AI-powered Wonk chat feature to ask questions about government activities
Members cannot:
See clients they're not assigned to
Invite, edit, or remove users
Access organization settings or billing
Assign other users to clients
Best for: Individual contributors, analysts, and team members who focus on specific clients.
Client Access Models
Organizations typically use one of two client access models:
All Clients Access
Users can see all clients in the organization
Common in smaller teams or single-client organizations
Promotes transparency and knowledge sharing
Assigned Clients Only
Users only see clients they're explicitly assigned to
Common in larger consultancies with client confidentiality needs
Requires explicit client access management (see below)
Managing Client Access
For organizations using the "Assigned Clients Only" model, you need to explicitly grant users access to clients.
Granting Client Access
Navigate to the client's profile
Click the "Access" tab
See the list of users who currently have access
Select additional users to grant access
Save your changes
Removing Client Access
Go to the client's Access tab
Find the user you want to remove
Unselect them or click remove
Save your changes
Users who lose access to a client immediately stop seeing that client's takeaways and configuration.
Best Practices for Client Access
Grant access proactively - Add team members to clients they'll work with
Review regularly - Audit client access when team members change roles
Remove promptly - Revoke access when team members leave or change responsibilities
Document access decisions - Keep track of why specific users have access to sensitive clients
Client Management
Viewing All Clients
Navigate to Settings → Clients to see all client profiles in your organization:
Active clients
Archived clients
Client creation dates
Number of topics per client
Archiving Clients
When a client engagement ends or monitoring is no longer needed:
Navigate to the client's profile
Click "Archive" or find the archive option
Confirm the archive action
Archived clients:
Stop receiving new takeaways
Preserve all historical data
Can be unarchived if needed
Don't count toward client quotas (if applicable)
Unarchiving Clients
Go to Settings → Clients
Find the archived client
Click "Unarchive"
The client resumes active monitoring
Organization Branding
Some organizations can customize Page's appearance with their branding. Navigate to Settings → Branding to configure:
Logo
Upload your organization's logo
Appears in the navigation and exports
Supported formats: PNG, SVG
Account Management
Your Profile
Manage your personal account settings:
Name - Update your display name
Email - Change your email address
Password
Notifications - Email notification preferences
Notification Preferences
Manage your preferences for the frequency you want to receive notifications. This can be done immediately following a meeting, a daily or weekly wrap.