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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.

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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.

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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.
Pin the jurisdictions your practice relies on so every member’s Library starts pre-populated with relevant content.

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Personal vs. organization customization

For you (personal)For your organization
Who it affectsOnly youAll members in the organization
Who can editYouOwners only
CoversPersonal skills, preferences, and pinned itemsOrganization skills, preferences, and pinned library items

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 6, 2026