Configure your organization's clariBI instance.
Accessing Organization Settings
Navigation
- Click your avatar/name
- Select Settings
- Navigate to Organization section
Basic Information
Organization Profile
- Name: Organization display name
- Logo: Upload company logo
- Industry: Business sector (for templates)
- Timezone: Default timezone for reports
- Date Format: Preferred date display
Updating Information
- Edit fields as needed
- Click Save Changes
- Changes reflect immediately
Security Settings
Authentication Options
Configure how users sign in:
- Email/Password: Standard authentication
- OAuth SSO: Google, Microsoft (Professional+)
- SAML SSO: Enterprise identity providers (Enterprise)
Password Policy
Set requirements:
- Minimum length
- Complexity requirements
- Expiration period
- History requirements
Session Management
- Session timeout duration
- Concurrent session limits
- Remember device options
MFA Settings (Professional+)
- Require MFA for all users
- Allowed MFA methods
- Recovery options
Data Settings
Default Data Retention
- How long to keep data
- Automatic cleanup policies
- Archive vs delete
Data Source Limits
View and manage:
- Connected sources count
- Storage usage
- Processing quotas
Notification Defaults
Organization-Wide Settings
Set defaults for:
- Email notification frequency
- Alert thresholds
- Digest schedules
- System maintenance notices
Audit and Compliance
Audit Logging (Professional+)
Enable comprehensive logging:
- User activity tracking
- Data access logs
- Configuration changes
- Security events
Export Audit Logs
- Go to Security > Audit Logs
- Set date range
- Click Export
- Download CSV/JSON
Compliance Features (Enterprise)
- SOC2 compliance mode
- HIPAA data handling
- Data residency options
- Extended log retention
Billing Management
Subscription Details
View and manage:
- Current plan
- Billing cycle
- Payment method
- Usage vs limits
Upgrade/Downgrade
- Go to Billing > Plan
- Compare available plans
- Select desired plan
- Confirm change
Danger Zone
Organization Deletion
To delete your organization:
1. Go to Settings > Organization
2. Scroll to Danger Zone
3. Click Delete Organization
4. Type organization name to confirm
5. Final confirmation
Warning: This action is irreversible and deletes all data.