Organization settings

Configure organization-wide settings, members, billing, and defaults for your team.

Accessing organization settings

Requirements:

• Organization owner or admin role
• Members cannot access organization settings

To access:

1. Click organization name in top bar.
2. Select Organization Settings.
3. Or go to Settings > Organizations > Manage.

Settings apply to all organization members.

Organization details

Manage basic organization information:

Organization profile:

• Name (shown in project lists and member invitations)
• Slug (unique identifier in URLs: ekx.ai/org/your-slug)
• Logo (appears in top bar and emails)
• Description (helps members understand org purpose)

To update:

1. Go to Settings > General.
2. Edit name, slug, or description.
3. Upload logo (PNG, JPG, max 2MB, recommended 256×256px).
4. Click Save Changes.

Organization type:

• Personal (auto-created for individual users)
• Team (2-100 members)
• Enterprise (100+ members, custom features)

Type determines features and pricing.

Organization members

Manage who belongs to your organization:

Member roles:

Owner:

• Full organization control
• Manage all settings
• Add/remove members and admins
• Billing and subscription
• Delete organization
• Exactly one owner per org

Admin:

• Manage members and invitations
• Configure organization settings
• Set organization defaults
• Cannot access billing
• Cannot delete organization

Billing Admin:

• Manage subscription and payment
• View invoices and usage
• Add/remove seats
• Cannot manage members or settings

Member:

• Create projects within organization
• Use organization defaults
• View organization project list
• Cannot manage organization

Adding organization members

Invite users to join your organization:

1. Go to Settings > Members.
2. Click Invite Member.
3. Enter email address.
4. Select role (Member, Admin, Billing Admin).
5. Click Send Invitation.

Invitation process:

• User receives email invitation
• Clicks link to accept
• Joins organization with assigned role
• Can access organization projects (if added)

Invitation expires after 7 days.

Pending invitations:

• View in Invitations tab
• Resend or cancel invitations
• Shows email, role, date sent

Removing organization members

Remove users from organization:

1. Go to Settings > Members.
2. Find member to remove.
3. Click ... next to name.
4. Select Remove from Organization.
5. Confirm removal.

After removal:

• User loses access to organization
• Projects they own remain (or transfer ownership)
• Projects they are member of: membership removed
• Can be re-invited later

Cannot remove:

• Organization owner (transfer ownership first)
• Yourself

Changing member roles

Update role for existing member:

1. Go to Settings > Members.
2. Find member in list.
3. Click ... next to name.
4. Select Change Role.
5. Choose new role.
6. Changes take effect immediately.

Common role changes:

• Member → Admin (needs management capability)
• Admin → Member (reducing responsibilities)
• Member → Billing Admin (handle payments only)

Organization defaults

Set defaults for all organization projects:

Default code book:

• NEC 2026 (default for US)
• CEC (Canadian Electrical Code)
• IEC (International standards)

Default component values:

• Bus voltage levels
• Cable insulation types
• Transformer impedances
• Motor efficiency classes
• Protection device types

To set organization defaults:

1. Go to Settings > Defaults.
2. Select component type.
3. Edit default values.
4. Click Save.

Organization defaults apply:

• To all new projects created in org
• When members create components
• Unless overridden by project or user defaults

See Understanding defaults for hierarchy.)

Best practices:

• Set organization defaults to match common project requirements
• Use NEC values matching your region
• Document any deviations from code defaults
• Review and update annually

Project visibility settings

Control default project visibility:

Default visibility for new projects:

• Private (only members you add)
• Organization (all org members can view)

Member project creation:

• Allow all members to create projects (default)
• Require admin approval
• Admins only

To configure:

1. Go to Settings > Projects.
2. Select default visibility.
3. Set creation permissions.
4. Changes apply to new projects.

Existing projects:

• Not affected by changes
• Owners control visibility individually

Billing and subscription

Manage organization subscription and payment:

Current subscription:

• Plan name (Free, Starter, Professional, Team, Enterprise)
• Seat count and limit
• Monthly/annual billing
• Next billing date
• Current charges

Seat management:

• Add seats for new members
• Remove unused seats
• Prorated billing applies
• Minimum seats based on plan

To upgrade plan:

1. Go to Settings > Billing.
2. Click Change Plan.
3. Select new plan.
4. Adjust seat count.
5. Confirm changes.
6. Billing updates immediately.

Payment methods:

• Add credit card
• Update existing card
• Set backup payment method
• Auto-pay enabled by default

Billing history:

• View past invoices
• Download PDFs
• See payment history
• Track seat changes

Organization limits

Limits vary by plan:

Exceeding limits:

• Upgrade plan
• Or remove projects/members to stay within limit

Organization branding (Enterprise)

Customize appearance for Enterprise organizations:

Custom branding:

• Logo in app header
• Custom color scheme
• Email template branding
• Login page customization

White labeling:

• Custom domain (your-company.ekx.ai)
• Remove ekx branding
• Custom support links

To enable:

• Contact sales for Enterprise plan
• Provide brand assets
• Setup included with Enterprise

Single Sign-On (Enterprise)

Configure SSO for Enterprise organizations:

Supported providers:

• SAML 2.0
• OAuth 2.0
• Azure AD
• Okta
• Google Workspace

Setup process:

1. Contact support to enable SSO.
2. Provide IdP metadata.
3. Test SSO connection.
4. Enable for all members.
5. Enforce SSO (optional).

SSO enforcement:

• Require SSO for all logins
• Disable password authentication
• Automatic provisioning (future)

Activity and audit logs

Track organization activity:

Activity log shows:

• Member additions and removals
• Role changes
• Project creations and deletions
• Settings modifications
• Billing changes

Audit log filters:

• By member
• By action type
• By date range
• By project

Export logs:

1. Go to Settings > Activity.
2. Select date range.
3. Click Export.
4. Downloads CSV file.

Available in Professional and higher plans.

Security settings

Configure organization security policies:

Password requirements:

• Minimum length
• Complexity rules
• Expiration (future)

Session management:

• Session timeout
• Concurrent sessions
• IP restrictions (Enterprise)

Two-factor authentication:

• Require 2FA for all members
• Enforce for admins only
• Optional for members

To enable 2FA requirement:

1. Go to Settings > Security.
2. Toggle Require 2FA.
3. Grace period: 7 days for members to enable.
4. Enforced after grace period.

Transferring organization ownership

Change organization owner:

1. Go to Settings > Members.
2. Find new owner in member list.
3. Click ... next to name.
4. Select Make Owner.
5. Confirm transfer.

After transfer:

• New owner has full control
• You become admin (if you stay)
• New owner manages billing

When to transfer:

• Leadership change
• Consolidating organizations
• Founder transition

Deleting organization

Permanently remove organization:

1. Go to Settings > Advanced.
2. Scroll to Danger Zone.
3. Click Delete Organization.
4. Type organization name to confirm.
5. Click Delete Permanently.

Warning: Deletion is permanent.

Before deleting:

• Transfer or delete all projects
• Cancel subscription
• Download billing history
• Notify all members
• Export data

Deletion removes:

• All projects owned by organization
• Organization defaults and settings
• Member access
• Billing history after 7 years
• Cannot be undone

Personal organizations:

• Cannot delete without deleting account
• Projects transfer to new personal org

Related topics

• User settings - Personal preferences
• Manage projects - Project operations
• Understanding defaults - Defaults hierarchy