Organization Settings

The Organization dashboard is the administrative hub of your ITOC360 workspace. Here, you can manage your company profile, onboard new team members, verify domains, and track your subscription usage.

Accessing Organization Settings

To access these settings:

1. Click on your User Profile at the bottom of the left sidebar.

2. Select Organization from the pop-up menu.

1. General

This tab allows you to manage the core identity of your workspace.

• Name: The display name of your organization (e.g., "Acme Corp").

• Slug: The unique URL identifier for your organization.

• Leave Organization: A destructive action allowing you to remove yourself from the workspace.

  • Warning: This action cannot be undone.

2. Verified Domains

For enhanced security and streamlined onboarding, you can verify your corporate domains.

• Add Domain: Enter your company's domain name (e.g., acmecorp.com) to claim ownership.

3. Members

This tab provides a roster of all active users currently in your workspace.

• Member List: View details of current users, including their names and email addresses.

4. Invites

To grow your team, use the Invites tab to send access links to new colleagues.

• Send an Invite: Enter the email address of the person you wish to invite and click the Invite button.

• Track Status: The list below shows pending invitations. You can see who sent the invite and its current status (e.g., Pending, Accepted).

5. Subscription

This section gives you full transparency into your billing plan and usage limits.

• Current Plan: Displays your active tier (e.g., Business (Growth)) and its status.

• Cost Breakdown: Shows the price per user and the total monthly cost.

• Current Period: Indicates the billing cycle dates (e.g., January 30 - February 28).

• Usage & Limits: A visual progress bar showing how many team member seats you have utilized versus your plan's limit (e.g., "1 / 5 Team Members").

  • Pro Tip: Check this bar before inviting new members to ensure you have available seats.

6. Billing

Clicking the Billing tab redirects you to our secure customer portal (powered by Stripe).

Since financial data is sensitive, all payment operations are handled in this dedicated environment. Here you can:

• Manage Subscription: View your current plan details or use the Cancel Subscription button if needed.

• Payment Methods: Update your credit card information, remove expired cards, or add new payment methods.

• Billing Information: Edit your tax ID, billing email, and invoice address.

• Invoice History: View and download past invoices with a single click. The history shows dates, amounts, and payment statuses (e.g., "Paid").