Organization settings and billing

    Olivia Reyes

    Olivia Reyes

    The Settings tab controls your organization's name, logo and security; the Billing tab shows your subscription and invoices.

    Settings tab

    General

    • Organization Name — change the name and click Save.

    • Organization Logo — upload a PNG, JPG or SVG file; recommended size 256×256 px.

    Security

    • Require Two-Factor Authentication — all organization members must enable two-factor authentication to access the organization. Members without it are switched back to their own account. The owner always keeps access.

    • Allowed Email Domains — restrict new member invitations to the email domains you add (for example, company.com). Leave the list empty to allow any domain.

    SSO / SAML (coming soon) — single sign-on with SAML 2.0, so members sign in through your identity provider instead of a password.

    Settings tab

    Billing tab

    The Billing tab shows your billing type, current plan, next payment and payment method, and the history of invoices and payments.

    Billing tab with a shared subscription

    Per-account subscription (Enterprise)

    With a per-account subscription, each account in the organization has its own plan. This option is available on the Enterprise plan; to get it, contact SoldScope Support.

    How it differs from a shared subscription:

    Shared subscription

    Per-account subscription

    Plan

    One plan for the whole organization

    Each account has its own plan

    Quotas and limits

    Shared by all users and accounts in the organization

    Members of an account share that account's plan limits and workspace

    Members' access

    Set per account

    Set per account

    Where plans are shown

    Billing tab

    Organization plan in the Billing tab; each account's plan in the Accounts tab

    Accounts tab with a plan for each account