Organization Settings Guide
Complete guide to configuring and managing your organization settings in PlanningForge.
Table of Contents
Overview
Organization settings allow you to configure and customize your PlanningForge workspace. As an organization owner or administrator, you can manage everything from basic information to advanced authentication and security settings.
Access Requirements
Only organization owners and administrators can access and modify organization settings. Team members can view some read-only information but cannot make changes.
Screenshot: Organization settings dashboard overview
Basic Organization Settings
Accessing Settings
- Navigate to your organization dashboard
- Click the Settings tab in the main navigation
- Select Organization Settings from the dropdown menu
Screenshot: Navigating to organization settings
Organization Information
Organization Name
- Update your organization's display name
- This name appears in team invitations and throughout the interface
- Choose a name that clearly identifies your organization
Description
- Add an optional description of your organization
- Helpful for new team members to understand the organization's purpose
- Supports up to 500 characters
Contact Information
- Set primary contact email for organization-wide communications
- Add phone number for support purposes (optional)
Screenshot: Organization information form
User Management
Manage organization-wide user settings, roles, and permissions from the User Management section.
Organization Roles
Organization Owner
Full access to all organization settings, billing, and can transfer ownership.
Administrator
Can manage organization settings, teams, and users. Cannot access billing or transfer ownership.
Billing Manager
Can manage billing, subscriptions, and payment methods. Cannot access other organization settings or teams.
Member
Standard user with access to teams they're invited to. Cannot manage organization-level settings.
Managing Organization Users
Adding Users to Organization
- Go to User Management tab in organization settings
- Click Invite User button
- Enter the user's email address
- Select their organization role (Administrator, Billing Manager, or Member)
- Optionally add them to specific teams
- Click Send Invitation
Modifying User Roles
- Find the user in the organization user list
- Click the Role dropdown next to their name
- Select the new role (Owner, Administrator, Billing Manager, or Member)
- Confirm the change in the dialog box
Screenshot: User management interface
Authentication Settings
Configure how users authenticate with your organization, including SSO and multi-factor authentication options.
Login Options
Email/Password Authentication
- Standard email and password login (always enabled)
- Configure password complexity requirements
- Set password expiration policies
- Enable/disable password reset functionality
Single Sign-On (SSO)
- Support for SAML 2.0 and OpenID Connect (OIDC)
- Integration with popular identity providers
- Automatic user provisioning and deprovisioning
- See our SSO Setup Guide for detailed configuration
Multi-Factor Authentication (MFA)
- TOTP-based two-factor authentication for enhanced security
- Require MFA for all organization users from Security settings
- Support for all TOTP authenticator apps (Google Authenticator, Authy, 1Password, etc.)
- 8 recovery codes generated for emergency access
- Smart exemptions for users authenticating via SSO
- Comprehensive audit logging of MFA events
Security Recommendation
We strongly recommend enabling MFA for all users in your organization, especially for administrators and owners. This significantly reduces the risk of unauthorized access.
Screenshot: Authentication settings panel
Security & Compliance
Configure advanced security settings and compliance features for your organization.
MFA Enforcement
Require all users to enable two-factor authentication to access your organization.
- Toggle to enforce MFA for all organization members
- Users prompted to set up MFA before accessing organization
- SSO users automatically exempted (MFA handled by identity provider)
- Enforcement applies during login and organization switching
Session Timeouts
Customize session timeout policies to match your organization's security requirements.
- Idle Timeout: Logout users after period of inactivity (5-1440 minutes)
- Absolute Timeout: Maximum session duration regardless of activity (60-1440 minutes)
- Leave blank to use application defaults (30 min idle, 8 hours absolute)
- Example: High security = 15 min idle, 120 min absolute
Account Security
- Automatic account lockout after 5 failed login attempts (15 minutes)
- Strong password requirements (8+ chars, mixed case, numbers, symbols)
- Password reset functionality with email verification
- Secure bcrypt password hashing
Audit Logging
- Comprehensive logging of all authentication events
- Track MFA setup, logins, logouts, and account lockouts
- Session timeout events logged with reason
- 90-365 day retention based on event type
- Immutable logs for compliance and security audits
Data Protection
- AES-256-CBC encryption for data at rest
- TLS 1.2+ for all data in transit
- Encrypted sensitive fields (2FA secrets, recovery codes, SSO credentials)
- GDPR and CCPA compliance features
- Data export and portability tools
Screenshot: Security and compliance settings
Troubleshooting
Common Issues
Cannot access organization settings
- Verify you have Owner or Administrator role
- Clear browser cache and cookies
- Try accessing from an incognito/private window
SSO configuration not working
- Double-check identity provider URLs and certificates
- Ensure attribute mappings are correct
- Verify firewall allows PlanningForge callbacks
- Check our SSO troubleshooting guide
User invitations not being received
- Check recipient's spam/junk folder
- Verify email address is correct
- Ensure your organization's email domain is not blocked
- Resend invitation from user management page
Getting Help
- Visit our Support Center for more help articles
- Contact support through the in-app chat widget
- Email support team at support@planningforge.com
- Schedule a consultation for enterprise configurations
Related Documentation
Team Management
Learn how to create and manage teams within your organization.
Read Team Management Guide →