Settings

Organization Settings

Configure your organization's profile, billing, audit log, and data storage — available to Admins and above.

Organization settings are the central hub for managing your company’s presence in Document Ocean 360. From here, you can update your organization profile, manage subscription billing, review audit logs, and monitor data storage usage.

Admin Access to organization settings requires the Org Admin role or higher.

Find this at: /settings/organization
app.documentocean360.com
Organization settings overview showing profile, billing, and storage panels

Organization Profile

The organization profile defines how your company appears across the platform — on transmittals, reports, and team directories.

Organization Fields

Organization Name Required

The legal or display name of your organization. Shown in headers, transmittals, and exported documents.

Logo

Upload your company logo (SVG, PNG, or JPG, max 5 MB). Displayed in the sidebar, reports, and transmittal headers.

Industry

Select your primary industry (Construction, Oil & Gas, Infrastructure, Mining, etc.) for tailored defaults.

Default Timezone Required

Set the organization-wide default timezone. Individual users can override this in their profile settings.

Address

Your organization's primary business address. Used on official transmittals and correspondence.

Billing & Subscription

Manage your subscription plan, view invoices, and update payment methods from the Billing section.

1

View current plan

The Billing tab displays your active plan (Starter, Professional, or Enterprise), seat count, and renewal date.

2

Change plan

Click Change Plan to compare available tiers. Upgrades take effect immediately; downgrades apply at the next billing cycle.

3

Update payment method

Add or replace credit card details. Enterprise customers can request invoice-based billing.

4

Download invoices

Access a full history of invoices with downloadable PDF receipts for your finance team.

Enterprise billing

Enterprise plans include custom seat pricing, dedicated support, and SLA guarantees. Contact your account manager or reach out via the Support page for custom arrangements.

Audit Log

The audit log provides a chronological record of every significant action taken within your organization — user logins, permission changes, document deletions, and configuration updates.

Audit log for compliance

The audit log is essential for ISO 9001 and regulatory compliance. It cannot be modified or deleted by any user, including Admins. Logs are retained for the lifetime of the organization.

Audit entries include the actor (who performed the action), action type, target resource, timestamp, and IP address. You can filter the log by date range, user, or action type, and export it to CSV for external review.

Data & Storage

Monitor your organization’s storage consumption from the Data tab. The dashboard shows total storage used, a breakdown by file type (PDF, DWG, images, etc.), and storage remaining on your current plan.

If storage limits are approaching, the system will display a warning banner. Admins can free up space by archiving superseded revisions or upgrading the plan.

Permission Summary

Viewer / Member
View own profile
Manager
View own profile View org profile
Org Admin
View own profile Edit org profile Manage billing View audit log View storage Delete organization