Organizations
The Organizations page lets you view and edit your company profile, check your current plan and entitlements, and manage the list of people in your tenant.
Only the CustomerAdmin role can edit organization settings. All other roles may view the profile page but cannot make changes.
Organization Profile
Your organization profile stores the display name and contact information that appears in reports, evidence packages, and compliance exports.
To update your profile:
- In the Customer Portal, navigate to Settings → Organization.
- Edit the Organization name, Primary contact email, and Country.
- Click Save changes.
Changes take effect immediately and are reflected in newly generated reports and evidence packages.
API
GET /v1/customer/profile
PUT /v1/customer/profileThe PUT body accepts:
| Field | Type | Required | Description |
|---|---|---|---|
organizationName | string | Yes | Display name shown in reports |
contactEmail | string | Yes | Primary contact for billing and alerts |
country | string | No | ISO 3166-1 alpha-2 country code |
timezone | string | No | IANA timezone identifier (e.g. Europe/Berlin) |
Subscription Plan & Entitlements
Your plan determines the feature set, data retention period, session quota, and API rate limits available to your organization. The current plan and its entitlements are visible under Settings → Plan.
Plan Tiers
| Plan | Retention | Session quota | Key features |
|---|---|---|---|
| Builder | 7 days | 10,000 / mo | Core ingest, basic compliance scoring |
| Team | 90 days | 100,000 / mo | GDPR tooling, webhooks, SSO |
| Enterprise | 365 days | Unlimited | Hybrid mode, Auditor access, SLAs |
Plan upgrades are applied immediately; downgrades take effect at the next billing cycle renewal.
Feature Flags
The Customer Portal uses the entitlements API (GET /v1/customer/entitlements) to determine which features your plan enables. Plan-gated features display an Upgrade required badge when they are not available on your current plan. Contact sales@veriproof.app to discuss Enterprise plans.
Member Management
The Members list shows every user who has been invited to your tenant, along with their role and status.
Viewing Members
Navigate to Settings → Members to see:
- Name and email address
- Current role assignment
- Account status (Active / Pending invitation / Suspended)
- Date added
Inviting a New Member
Only CustomerAdmin can invite new users. At least one CustomerAdmin must always be present in the tenant — you cannot remove the last admin.
Open the invite dialog
In Settings → Members, click Invite member.
Enter details
Provide the invitee’s email address and select their initial role. The default role is CustomerAuditor (least privilege).
Send invitation
Click Send invite. The user receives an email with a time-limited link. They must complete sign-up within 72 hours or the invitation expires.
Once the user accepts, they appear as Active in the member list and can sign in immediately.
Deactivating a Member
To remove access for a departing member:
- In Settings → Members, find the user.
- Click the ··· menu next to their name, then choose Deactivate.
- Confirm the action.
Deactivating a user invalidates all their active sessions immediately. Their historical entries (audit logs, session reviews, evidence signatures) are preserved for compliance purposes.
Role Assignments
Role changes are managed from the individual user’s profile — see Roles & Permissions for the full role matrix and step-by-step assignment instructions.
Notifications Contact
The Primary contact email on the organization profile receives:
- Billing and invoice emails
- Platform-wide incident notifications
- Subscription renewal reminders
For per-event alerting (session flags, governance threshold breaches), configure a Notification Channel instead.