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Project Configuration

Every project has settings that control access, AI behavior, and team membership. Only project admins can modify these settings.
Project settings modal

Visibility

Control who can access your project:
VisibilityDescription
OrganizationAll org members get implicit member access
PrivateOnly explicitly invited members can access the project
Switching from Organization to Private removes implicit access but retains any explicit memberships.

Custom AI Instructions

Set project-level instructions that are included in every AI chat prompt. This is your way to give the AI persistent context about:
  • Domain-specific terminology
  • Preferred writing style and conventions
  • Project-specific rules or constraints
  • Key facts the AI should always know
Instructions are injected into the system prompt as a <project> block and apply to all chat sessions in the project. Recommended limit: ~10,000 characters.
Only project admins can view and edit AI instructions. Regular members and visitors don’t see this setting.

Member Management

Roles

RoleCapabilities
AdminFull control — settings, members, delete project
MemberUpload, edit, commit changes to main
VisitorView all content, edit in staging, cannot commit

Rules

  • The project creator is automatically an Admin
  • At least one Admin must exist — the last admin cannot be removed or demoted
  • Adding a user who is already a member is rejected to keep memberships canonical
Generate shareable links to onboard new members without needing their email:
1

Generate a link

Choose the role (Member or Visitor) for people who accept the invite.
2

Share the link

Send the URL to your teammates. Each link contains a secure random token.
3

They accept

Recipients visit the link, see the project details, and click accept to join.
Invite links can be managed (created/deleted) from the project settings panel.

Deleting a Project

Deleting a project is permanent and removes all associated data: documents, chat sessions, review history, version history, and search indexes. This cannot be undone.
Only admins can delete a project. The deletion process removes:
  • All workspace files and lakeFS repository
  • Parsed document cache
  • Vector search collection
  • Chat sessions and messages
  • Review programs and runs
  • All memberships and invite links