Skip to main content
Only the Admin role in an Enterprise organization can use this. As an organization admin, you manage the workspaces, people, and security policies across your organization from one [Organization] screen. Open the profile menu at the top left, then go to [Settings] → [Organization Settings] → [Organization] to see five tabs: Overview, Workspaces, People, Usage, and Security.
This guide is for Enterprise organization admins. For everything the Enterprise plan can do, see Enterprise plan.

​
Check organization info and subscription (Overview)

On the [Overview] tab, check your organization’s basic info and subscription status.
  • See the plan, billing interval (monthly or yearly), payment state, and start and end dates.
  • See the workspace count and people count at a glance.
  • Edit the organization name.

​
Manage workspaces

On the [Workspaces] tab, create and manage the workspaces in your organization.
  • Create or delete workspaces. Deletion can’t be undone.
  • Search workspaces by name, and see each workspace’s people count and creation date.
  • Add or remove people and change roles from a workspace’s detail view.
Deleting a workspace can’t be undone. Check the notes and people in that workspace before you delete it.

​
Manage people and roles

On the [People] tab, manage the list and roles of people in your organization.
  • See each person’s name, email, and creation date.
  • There are three org roles: Admin, Member, and Developer. An Admin can manage every setting on the [Organization] screen, a Developer has API and integration management permissions, and a Member is a regular member of the organization.

​
Review and export usage

On the [Usage] tab, analyze your organization’s usage and export it as CSV.
  • See recording minutes, note count, credit usage, and overage by day, week, or month.
  • Break usage down by person and by workspace.
  • Use the [Export] button to download per-person usage, usage over time, and per-workspace usage as CSV files.
If you only want to review one workspace’s usage, use the [View Details] button on the usage card in that workspace’s [Settings] → [Manage Subscription] screen. See Tiro plans for how it works.

​
Manage security policy

On the [Security] tab, turn organization-wide security policies on and off.
  • Personal info masking: Automatically hide personal information such as phone numbers, emails, and ID numbers in new notes across the organization. Existing notes aren’t affected.
Some security policies can’t be turned on from the screen directly and need you to contact us to enable them. These are policies configured together during onboarding.

​
Configured together during onboarding

Settings that tie into your corporate identity system, like SSO and SCIM, aren’t turned on directly from the [Organization] screen. They’re configured with our sales team during onboarding. Preparing these ahead of time makes setup faster. IP restrictions are separate: if the option is enabled for your organization, an Admin can add and edit IP ranges directly from the [Organization] screen.
  • SSO / SCIM: The IdP you use (Okta, Azure AD, Google Workspace, and others), SAML metadata, and the attribute mapping for automatic provisioning.
  • External sharing controls: The list of company domains you want to allow sharing to.
For what each feature offers, see Organization security settings. For setting changes or additional requests, contact the representative you were given during onboarding.
Related pages: Enterprise plan · Organization security settings · Roles and permissions