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Organization Settings Overview

Organization settings apply across all projects and users in your ZeroTwo organization. These settings help you maintain consistency, security, and compliance across your team.
Organization settings are available on Team and Enterprise plans. They require Organization Admin permissions to modify.

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Accessing Organization Settings

1

Open settings menu

Click your profile avatar in the top-right corner
2

Select Organization Settings

Click Organization Settings from the dropdown
If you don’t see this option, you may not have Admin permissions or may be on a plan without organization features.
3

Navigate settings sections

Use the sidebar to access different setting categories

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General Settings

Basic organization configuration.

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Organization Profile

Editable fields:
  • Organization Name: Your company or team name
  • Display Name: How it appears to users
  • Organization ID: Unique identifier (read-only)
  • Website: Company website URL
  • Industry: Select your industry sector
  • Company Size: Team size range
Usage:
  • Branding across the platform
  • Invoices and receipts
  • Support requests
Update: Settings > General > Profile
Upload organization assets:
  • Logo: Square image, 512x512px minimum
  • Favicon: 32x32px or 64x64px
  • Brand Colors: Primary and accent colors
  • Theme: Light, dark, or auto
Where it appears:
  • Organization dashboard
  • Shared content pages
  • Email notifications
  • PDF exports
  • Client-facing pages
Use your brand colors for a consistent experience across ZeroTwo.
Organization contacts:
  • Billing Contact: Primary billing email
  • Technical Contact: IT/technical lead
  • Support Contact: For user support issues
  • Admin Email: Organization admin notifications
Notifications sent to these emails:
  • Billing updates
  • Security alerts
  • Service announcements
  • Compliance reports

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Default Settings

Set organization-wide defaults:
Organization default model:Choose the primary model for new users and projects:
  • GPT-4o (fast, versatile)
  • Claude 3.5 Sonnet (coding, analysis)
  • o1 (deep reasoning)
  • Gemini 2.0 Flash (quick responses)
Users can override in their personal settings or per-project.Why set defaults:
  • Consistent experience for new users
  • Cost management
  • Performance optimization
  • Compliance requirements

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Team Management

Manage users across your organization.

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User Provisioning

Bulk user management:
1

Navigate to Users

Organization Settings > Users
2

Invite users

Single: Click Invite User, enter emailBulk: Click Bulk Invite, upload CSV:
email,name,role,department
[email protected],John Doe,member,Engineering
[email protected],Jane Smith,admin,Product
3

Set default role

Choose role for new users:
  • Member (default)
  • Admin
  • Custom role
4

Send invitations

Users receive welcome email with setup instructions
Organization-level roles:Organization Owner:
  • Full control
  • Manage billing
  • Delete organization
  • Transfer ownership
Organization Admin:
  • Manage settings
  • Add/remove users
  • Access all projects
  • Cannot delete organization
Member:
  • Access assigned projects
  • Create personal projects
  • Standard features
Guest (Enterprise):
  • Limited, temporary access
  • Specific project only
  • No account creation
Organize users (Enterprise):Create departments for better management:
  • Engineering
  • Product
  • Marketing
  • Sales
  • Support
Benefits:
  • Bulk project assignment
  • Department-specific settings
  • Usage analytics by department
  • Cost allocation
Setup: Organization Settings > Departments
Remove users properly:
1

Select user

Organization Settings > Users > Select user
2

Choose action

Deactivate: Suspend access, keep dataRemove: Remove from organizationTransfer: Reassign their content first
3

Transfer content

Assign user’s projects and conversations to another user
4

Confirm removal

User loses access immediately
Deactivated users still count toward your license limit unless removed.

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Security Settings

Organization-wide security controls.

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Authentication

Enforce password requirements:Minimum Requirements:
  • Length: 8-32 characters
  • Uppercase letters: Required
  • Lowercase letters: Required
  • Numbers: Required
  • Special characters: Optional
  • Password expiration: 90 days
  • Password reuse: Last 5 passwords
Additional Options:
  • ✅ Prevent common passwords
  • ✅ Require complexity check
  • ✅ Force password change on first login
  • ❌ Allow password managers only
Configuration: Settings > Security > Password Policy

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Data Protection

Encryption standards:At Rest:
  • AES-256 encryption
  • Encrypted database
  • Encrypted file storage
  • Encrypted backups
In Transit:
  • TLS 1.3
  • HTTPS enforced
  • Secure WebSockets
  • Certificate pinning
Key Management:
  • Automatic key rotation
  • Separate keys per organization
  • Hardware security modules (Enterprise)
Encryption is always enabled and cannot be disabled.
Configure data lifecycle (Enterprise):Retention Policies:
  • Conversations: 30 days to forever
  • Files: 30 days to forever
  • Logs: 30 days to 7 years
  • Deleted items: 0-90 days before permanent deletion
Auto-deletion:
  • Delete after inactivity period
  • Delete when project archived
  • Delete on user removal
Compliance presets:
  • GDPR (varies by data type)
  • HIPAA (6 years)
  • SOC 2 (as required)
  • Custom policy
Configuration: Settings > Security > Data Retention
Restrict access:IP Allowlisting (Enterprise):
  • Allow only specific IP ranges
  • Block all other access
  • Separate lists for users/admins
Location Restrictions:
  • Allow/block by country
  • Geo-fencing rules
  • VPN requirements
Device Management:
  • Trusted devices only
  • Require device approval
  • Block mobile (optional)
  • Block specific browsers
Time-based Access:
  • Business hours only
  • Weekend restrictions
  • Holiday lockdown
Track all security events (Enterprise):Logged Events:
  • Login/logout
  • Failed login attempts
  • Permission changes
  • Settings modifications
  • Data access
  • Data exports
  • Share link creation
  • User additions/removals
Log Retention: 1-7 yearsExport Logs: CSV, JSON, SIEM integrationReal-time Alerts:
  • Failed logins (threshold)
  • Permission escalations
  • Bulk data exports
  • Unusual access patterns
Access: Settings > Security > Audit Logs

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Compliance & Privacy

Meet regulatory requirements.
European data protection:Features:
  • Data processing agreements
  • Right to access (user data export)
  • Right to erasure (account deletion)
  • Data portability
  • Consent management
  • Data breach notifications
Configuration:
  • Enable GDPR mode
  • Set data retention limits
  • Configure consent flows
  • Designate DPO contact
User Rights Management: Users can request:
  • Data export
  • Data deletion
  • Consent withdrawal
Response time: 30 days

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Usage & Billing

Manage organization subscription and usage.

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Subscription Management

Current subscription:View:
  • Plan name and tier
  • Monthly/annual billing
  • Seat count
  • Feature inclusions
  • Renewal date
  • Payment status
Actions:
  • Upgrade/downgrade
  • Add seats
  • Change billing cycle
  • Update payment method
Location: Settings > Billing > Subscription
Track consumption:Metrics:
  • API calls by model
  • Token usage
  • File storage
  • Active users
  • Project count
  • Tool usage
Filters:
  • By time period
  • By department
  • By project
  • By user
  • By model/tool
Exports: CSV, PDF reportsAlerts: Set usage thresholds
Budget tracking (Enterprise):Allocate costs:
  • By department
  • By project
  • By cost center
  • Custom tags
Reports:
  • Monthly cost breakdowns
  • Trend analysis
  • Budget vs. actual
  • Forecasting
Chargebacks: Invoice internal departments
Manage payment:Accepted Methods:
  • Credit/debit cards
  • ACH (US)
  • Wire transfer (Enterprise)
  • Purchase orders (Enterprise)
Multiple Cards: Add backup payment methodsInvoicing: Monthly consolidated invoicesUpdate: Settings > Billing > Payment Methods

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Integrations Management

Configure organization-wide integrations.

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OAuth Integrations

Connect organization Google Workspace:Features:
  • Domain-wide delegation
  • All users can connect
  • Centralized permissions
  • Admin controls
Setup:
1

Admin console

Settings > Integrations > Google Workspace
2

Authorize

Sign in with Workspace admin account
3

Configure scopes

Select which Google services to enable:
  • Gmail
  • Drive
  • Calendar
  • Contacts
4

Apply to users

All organization users can now connect

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API & Developer Settings

Configure developer access (Enterprise).
Organization API access:Key Types:
  • Admin Keys: Full organization access
  • Service Keys: Specific services only
  • User Keys: Per-user delegation
Create Keys:
1

Generate key

Settings > API > Create API Key
2

Set permissions

Read, write, admin scopes
3

Set expiration

30 days to never
4

Save securely

Key shown once, store safely
Security:
  • Rotate keys regularly
  • IP restrictions
  • Rate limiting
  • Activity monitoring
Event notifications:Available Events:
  • User created/updated/deleted
  • Project created/archived
  • Conversation created/shared
  • File uploaded
  • Integration connected
  • Usage thresholds
Configuration:
  • Webhook URL
  • Secret for verification
  • Event selection
  • Retry policy
Testing: Send test payloads
API throttling:Default Limits:
  • 1000 requests/hour per key
  • 100 requests/minute per IP
  • 10,000 requests/day per org
Increase Limits: Contact sales for higher limitsMonitor: Real-time usage dashboard

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Notification Settings

Configure organization-wide notifications.
Organization email preferences:Admin Notifications:
  • User activity alerts
  • Security incidents
  • Billing updates
  • Usage warnings
  • Compliance reports
User Notifications:
  • Allow users to configure
  • Force certain notifications
  • Disable specific types
Frequency:
  • Real-time
  • Daily digest
  • Weekly summary

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Advanced Settings

Enterprise-level configuration.

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White-Label (Enterprise)

Custom branding:
  • Custom domain (docs.yourcompany.com)
  • Remove ZeroTwo branding
  • Custom email domain
  • Custom support links
  • Custom help documentation

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Custom Models

Bring your own models:
  • Azure OpenAI
  • AWS Bedrock
  • Self-hosted models
  • Custom API endpoints
Configuration: Settings > Advanced > Custom Models

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Data Residency (Enterprise)

Control data location:
  • US (default)
  • EU
  • UK
  • Canada
  • Australia
  • Custom region
Affects: All data storage and processing

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Next Steps

Invite Members

Add team members to your organization

Security & Privacy

Learn about data protection

Roles & Permissions

Configure access controls

Usage & Billing

Manage organization billing
Proper organization settings ensure security, compliance, and consistency across your team!