Organization Setup

Configure your organization settings, preferences, billing, and resource management.

Organization Settings

Access organization settings from the dashboard:

Dashboard → Organization → Settings

Basic Information

Configure your organization’s basic information and branding:

Organization Name: Display name for your organization
Domain: Primary domain for email-based user identification
Description: Organization description and purpose
Contact Information: Primary contact details for support
Timezone: Default timezone for the organization
Logo/Branding: Upload organization logo (if supported)

Organization Preferences

Configure default settings and policies for your organization:

{
  "default_incident_severity": "medium",
  "auto_assign_incidents": false,
  "require_approval_for_procedures": true,
  "session_timeout_minutes": 480,
  "password_policy": {
    "min_length": 8,
    "require_uppercase": true,
    "require_lowercase": true,
    "require_numbers": true,
    "require_special_chars": true
  }
}

Key Configuration Options:

Default Incident Severity: Automatically assigned severity for new incidents
Auto-assign Incidents: Automatically assign incidents to team members
Require Approval for Procedures: Require manager approval before execution
Session Timeout: Automatic session expiration (in minutes)
Password Policy: Password requirements for user accounts

Feature Flags

Enable or disable platform features for your organization:

Available Features

AI Search

Enable/disable semantic search features
Configure search confidence thresholds
Manage LLM Layer 3 fallback

Vector Search

Organization-specific knowledge base
Public knowledge base access
Search result caching

Billing and Usage Management

Resource Quotas

Monitor and configure resource usage limits:

Resource	Description	Typical Limit
Users	Maximum number of active users	10-1000+
Storage	Data storage allocation (GB)	50-500 GB
API Requests	Monthly API call limits	100K-10M
Search Queries	AI search operation limits	10K-100K
Webhook Calls	Outbound webhook limits	50K-500K

Usage Analytics

Access detailed usage metrics:

Dashboard → Organization → Billing → Usage Analytics

Available Metrics:

User Activity: Login frequency and feature usage patterns
API Usage: Endpoint usage patterns and volume
Storage Usage: Data growth trends and projections
Search Volume: AI search query patterns and costs
Integration Activity: External service call volume

Billing Information

Manage billing details and view invoices:

Dashboard → Organization → Billing

Billing Configuration:

Current Plan: Plan details and feature limits
Usage Summary: Current month usage against limits
Invoice History: Historical billing and payment records
Payment Methods: Configured payment methods and billing contacts
Upgrade Options: Available plan upgrades and pricing

Invoice Export:

Export invoices for accounting and expense tracking:

Dashboard → Organization → Billing → Invoices → Download

Formats available: PDF, CSV

Organization Policies

Data Retention Policies

Configure how long data is retained:

{
  "incidents": {
    "active_retention_days": 2555,
    "archive_after_days": 365,
    "delete_after_days": 2555
  },
  "procedures": {
    "active_retention_days": 2555,
    "archive_after_days": 730,
    "delete_after_days": 2555
  },
  "audit_logs": {
    "active_retention_days": 365,
    "archive_after_days": 365,
    "delete_after_days": 2555
  }
}

Retention Stages:

Active: Full access and search capability
Archived: Read-only access, reduced search indexing
Deleted: Permanently removed (after retention period)

Security Policies

Configure organization-wide security settings:

Dashboard → Organization → Settings → Security

Session Management:

{
  "session_timeout_minutes": 480,
  "concurrent_sessions_limit": 5,
  "require_secure_cookies": true,
  "session_rotation_interval": 60
}

Multi-Factor Authentication:

{
  "enabled": true,
  "required_for_roles": ["owner", "admin"],
  "backup_codes": true,
  "remember_device_days": 30
}

See Security & Compliance for complete security configuration.

Data Management

Backup Configuration

Automated backups protect your organization data:

Automated Backups: Daily incremental, weekly full backups
Retention Policy: Configurable retention periods (default: 90 days)
Encryption: All backups encrypted at rest and in transit
Recovery Testing: Automated backup integrity verification

Backup Schedule:

Type	Frequency	Retention
Incremental	Daily (2 AM UTC)	30 days
Full	Weekly (Sunday 2 AM UTC)	90 days
Monthly	First Sunday	1 year

Data Export

Export your organization data for backup or migration:

Dashboard → Organization → Settings → Data Export

Export Options:

Full Data Export: Complete organization data export
Selective Export: Export specific data types or date ranges
Scheduled Exports: Automate regular data exports
API Access: Programmatic data access for custom exports

Export Formats:

JSON: Complete structured data
CSV: Tabular data for spreadsheets
SQL: Database dump for migration

Best Practices

Initial Setup

Complete Profile: Fill out all organization information
Configure Security: Set strong password policies and enable MFA
Set Retention Policies: Configure appropriate data retention
Plan Resources: Estimate user count and resource needs
Test Integrations: Verify all integrations before production use

Ongoing Management

Monthly Reviews: Review usage analytics and resource consumption
Quarterly Audits: Conduct permission and access reviews
Annual Planning: Evaluate plan and resource requirements
Regular Backups: Verify backup success and test recovery procedures

Security Recommendations

Enable MFA for all administrator accounts
Implement strict password policies
Review audit logs regularly
Configure session timeouts appropriately
Maintain current contact information for security notifications

Next Steps

User Management

Create and manage user accounts, configure onboarding workflows.

Configure Users →

RBAC Configuration

Set up roles and permissions for your organization.

Configure Roles →

Integrations

Connect monitoring platforms and notification channels.

Setup Integrations →

Need Help?

If you have questions about organization setup, contact support@overwatch-observability.com.

Related Documentation: