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Organization customization lets Owners set shared defaults for the whole workspace: pinned library content, organization-wide skills, and shared preferences. Your team starts with a consistent, pre-configured Mesa experience instead of each member building their own from scratch.
Only users with the Owner role can edit organization customization.

Edit organization-wide settings

1

Open the Customization page

Go to Customization from the left sidebar.
2

Switch to the organization tab

Click the For your organization tab.
3

Make your changes

Edit the settings you want to apply organization-wide. Changes apply to the members of your organization.

What you can customize organization-wide

  • Pinned jurisdictions and collections: surface important Library content to all members by default.
  • Organization skills: make shared skills available to every member.
  • Organization preferences: apply shared custom instructions across the organization.
  • Example prompts and example searches: give members one-click starting points on the chat box and the search page.
Pin the jurisdictions your practice relies on so every member’s Library starts pre-populated with relevant content.

Example searches

Example searches are suggested searches you curate for your team. Each pairs a short chip label with a query and, optionally, the collection to run it against. They appear as clickable chips on the Search page and the home page’s search tab; clicking one runs the search immediately.
Under For your organization, find Example searches, click Add example, and fill in the label, the query, and a collection (or leave it set to the searcher’s selected collection). Drag the handle to reorder, and Save when you’re done. You can add up to eight.
There’s no default set; members see example searches only once you’ve added them.

Personal vs. organization customization

Skills

Create the reusable instructions you can share with the organization.

Preferences

Understand personal preferences before setting shared defaults.

Library

Browse and pin the content you want to surface for your team.

Organization admin

Manage members, roles, and usage allocations.
Last modified on July 17, 2026