Organization Settings Guide

Overview

The Organization Settings module in AskInfosec provides a centralized location for managing your organization's configuration, preferences, and operational parameters. This module allows organization owners and administrators to customize the platform to meet their specific needs, manage organizational structure, and configure various features and integrations.

Effective organization settings management is essential for tailoring the AskInfosec platform to your organization's workflows, ensuring proper configuration of security features, and optimizing the user experience for your team. The Organization Settings module integrates with other components of AskInfosec to provide a comprehensive approach to platform management.

Key Features

General Settings

• Organization Profile - Manage basic organization information

• Branding Options - Customize the appearance of your organization's instance

• Regional Settings - Configure language, time zone, and date formats

• Notification Preferences - Set organization-wide notification defaults

• Feature Toggles - Enable or disable specific platform features

Structural Settings

• Department Management - Create and organize departments

• Group Configuration - Set up and manage access control groups

• Tag Management - Create and organize tags for categorizing content

• Templates - Configure templates for various content types

• Scope Definition - Define the boundaries of your security program

Integration Settings

• AI Model Configuration - Set up and customize AI capabilities

• API Management - Configure API access and integrations

• Authentication Settings - Manage authentication methods and security

• External Service Connections - Connect to third-party services and tools

• Webhook Configuration - Set up event notifications for external systems

Accessing Organization Settings

1. Log in to your AskInfosec account

2. Navigate to the main dashboard

3. Click on "Settings" in the main navigation menu

4. You will be directed to the Organization Settings page

Note: Only users with Owner or Admin roles can access and modify organization settings.

Organization Settings Dashboard

The Organization Settings dashboard is organized into several categories:

• ORGANIZATION - Basic organization configuration and structure

• SECURITY - Security-related settings and configurations

• BILLING - Subscription and payment management

• ADVANCED - Technical configurations and integrations

Each category contains related settings that can be accessed by clicking on the corresponding menu item.

General Organization Settings

Organization Profile

The Organization Profile section allows you to manage basic information about your organization:

1. Navigate to Settings > General

2. Update your organization's name, description, and other details

3. Click "Update" to save your changes

Company Information

The Company Information section allows you to provide additional details about your organization:

1. Navigate to Settings > General

2. Scroll to the Company Information card

3. Enter information such as:

   • Company size

   • Industry

   • Website

   • Address

   • Phone number

4. Click "Save" to update your company information

More Settings

The More Settings section provides additional configuration options:

1. Navigate to Settings > General

2. Scroll to the More Settings card

3. Configure options such as:

   • Show InfoSec awareness tips

   • AI answer domain (Knowledge Base, Documents)

4. Click "Submit" to save your preferences

Department Management

Departments help organize your organization's structure and can be used for assigning members and content.

Creating Departments

To create a new department:

1. Navigate to Settings > Departments

2. Click "Create Department"

3. Enter department details:

   • Department Name

   • Description

   • Parent Department (if applicable)

   • Department Head (optional)

4. Click "Save" to create the department

Managing Departments

To manage existing departments:

1. Navigate to Settings > Departments

2. View the list of departments

3. Use the actions menu to:

   • Edit department details

   • Delete a department

   • Add members to a department

   • View department hierarchy

Group Management

Groups allow you to organize members and assign permissions collectively.

Creating Groups

To create a new group:

1. Navigate to Settings > Groups

2. Click "Create Group"

3. Enter group details:

   • Group Name

   • Description

   • Purpose

4. Add members to the group

5. Configure group permissions

6. Click "Save" to create the group

Managing Group Membership

To manage members in a group:

1. Navigate to Settings > Groups

2. Select the group you want to modify

3. Click "Manage Members"

4. Add or remove members as needed

5. Click "Save" to update the group membership

Tag Management

Tags help categorize and organize content across the platform.

Creating Tags

To create new tags:

1. Navigate to Settings > Tags

2. Click "Create Tag"

3. Enter tag details:

   • Tag Name

   • Description

   • Color (optional)

   • Category (optional)

4. Click "Save" to create the tag

Managing Tags

To manage existing tags:

1. Navigate to Settings > Tags

2. View the list of tags

3. Use the actions menu to:

   • Edit tag details

   • Delete a tag

   • Merge tags

   • View tag usage

Template Management

Templates provide standardized formats for various content types.

Creating Templates

To create a new template:

1. Navigate to Settings > Templates

2. Click "Create Template"

3. Select the template type

4. Enter template details:

   • Template Name

   • Description

   • Content

   • Default Settings

5. Click "Save" to create the template

Managing Templates

To manage existing templates:

1. Navigate to Settings > Templates

2. View the list of templates

3. Use the actions menu to:

   • Edit template details

   • Delete a template

   • Duplicate a template

   • Set as default

Scope Management

Scope settings define the boundaries of your security program.

Configuring Scope

To configure your organization's scope:

1. Navigate to Settings > Scope

2. Define in-scope and out-of-scope items:

   • Systems

   • Applications

   • Data types

   • Processes

   • Locations

3. Provide justifications for scope decisions

4. Click "Save" to update your scope configuration

AI Model Settings

AI Model settings allow you to configure the artificial intelligence capabilities of the platform.

Configuring AI Models

To configure AI models:

1. Navigate to Settings > AI Models

2. Select the AI provider tab (e.g., OpenAI)

3. Configure settings such as:

   • API Key

   • Model selection

   • Temperature

   • Maximum tokens

   • Other model-specific parameters

4. Click "Save" to update your AI configuration

Subscription and Billing

The Subscription section allows you to manage your organization's subscription plan and billing information.

Viewing Current Plan

To view your current subscription plan:

1. Navigate to Settings > Subscription

2. View details about your current plan:

   • Plan name

   • Features included

   • User limits

   • Renewal date

   • Billing history

Changing Subscription Plan

To change your subscription plan:

1. Navigate to Settings > Subscription

2. Click "Change Plan"

3. Select the new plan from the available options

4. Review the changes in features and pricing

5. Confirm the plan change

6. Complete any required payment information

Organization Management

Leaving an Organization

To leave an organization (for non-owners):

1. Navigate to Settings > General

2. Scroll to the bottom of the page

3. Click "Leave Organization"

4. Confirm your decision

Note: If you are the owner of the organization, you must transfer ownership before you can leave.

Deleting an Organization

To delete an organization (owners only):

1. Navigate to Settings > General

2. Scroll to the bottom of the page

3. Click "Delete Organization"

4. Enter your password to confirm

5. Type the organization name to confirm deletion

6. Click "Delete" to permanently remove the organization

Warning: Deleting an organization is permanent and cannot be undone. All data associated with the organization will be lost.

Best Practices

General Configuration

• Document your settings - Keep records of configuration decisions

• Use descriptive names - Create clear, meaningful names for departments, groups, and tags

• Establish conventions - Define consistent naming and organization patterns

• Regular reviews - Periodically audit and update organization settings

• Test changes - Verify the impact of setting changes before applying widely

Structural Organization

• Mirror your actual structure - Create departments that reflect your real organization

• Limit hierarchy depth - Avoid overly complex nested departments

• Purpose-driven groups - Create groups based on functional needs

• Consistent tagging - Establish and follow a consistent tagging strategy

• Template standardization - Create templates for commonly used content types

Security Considerations

• Limit admin access - Restrict the number of users with administrative privileges

• Regular audits - Periodically review settings and access controls

• Document changes - Maintain records of significant configuration changes

• Test integrations - Verify security of connected services and APIs

• Backup configurations - Document settings for disaster recovery purposes

Troubleshooting

Common Issues

• Settings not saving - Ensure you have the necessary permissions and try refreshing the page

• Missing options - Verify your subscription includes the features you're trying to configure

• Integration failures - Check API keys and connection settings for external services

• Performance issues - Review and optimize complex group or department structures

• Conflicting settings - Identify and resolve contradictory configuration settings

Getting Support

If you encounter issues with the Organization Settings module:

1. Check the in-app help documentation

2. Contact your organization's system administrator

3. Submit a support ticket through the AskInfosec support portal

Conclusion

Effective organization settings management is essential for tailoring the AskInfosec platform to your organization's specific needs and workflows. The Organization Settings module provides the tools and flexibility needed to configure the platform in a way that aligns with your organization's structure, processes, and security requirements.

By following the processes outlined in this guide, you can establish a well-configured environment that enhances productivity, maintains proper security boundaries, and provides an optimal experience for your team members.