Docs/Administration/Organization Settings

Organization Settings

Configure your Pingd organization's core settings — from domain verification to subscription management.

General Settings

Organization Name

Update your organization's display name at Settings → Organization → General.

Email Domain

Configure which email domains are associated with your organization:
  1. Go to Settings → Organization → Domains
  2. Add your company domain (e.g., acme.com)
  3. Verify ownership via DNS TXT record or email verification
  4. Once verified, enable auto-join for that domain
Multiple domains are supported for companies with subsidiaries or acquisitions. Upload your company logo for use in the agent's responses and dashboard. Supported formats: PNG, SVG, JPG (recommended size: 256x256px).

Auto-Join Settings

Control how new users join your organization:

  • Off — Users can only join via invitation
  • Email domain — Anyone with a verified company email can join
  • Invite link — Anyone with the link can join
  • Both — Either method works
For each method, set the default role and access tier new users receive.

API Keys Management

Copilot API Keys

Manage API keys for programmatic access to your Pingd agent:
  1. Go to Settings → Organization → API Keys
  2. Click Create API Key
  3. Name the key (e.g., "Sales Dashboard Integration")
  4. Copy the key immediately (it won't be shown again)
  5. Use for authentication with the Pingd API
Security Notes:
  • API keys are scoped to your organization
  • Rotate keys regularly for security
  • Delete unused keys immediately
  • Keys inherit the access level of the creating user

Key Management

  • View all active API keys with creation date and last used
  • Rotate keys by creating new and deleting old
  • Monitor usage in the activity logs

External Connections

Connected Data Sources

Manage your external data connections:
  • Salesforce — CRM data sync
  • Snowflake — Data warehouse queries
  • S3 — Object storage and files
  • Redshift — Amazon data warehouse
  • PostgreSQL — Database connections
  • MySQL — Database connections
  • BigQuery — Google Cloud data warehouse

Connection Management

For each connection, view:
  • Connection status and health
  • Last sync/activity time
  • Data volume and query frequency
  • Configuration settings

Troubleshooting Connections

Common connection issues:
  • Authentication expired — Re-authorize the connection
  • Network timeouts — Check firewall/IP allowlisting
  • Permission errors — Verify user permissions in the source system

Slack Workspace

Connected Workspace

View your connected Slack workspace:
  • Workspace name and ID
  • Connection status
  • Connected by (user who authorized)
  • Date connected

Reconnecting

If your Slack connection expires or encounters issues:
  1. Go to Settings → Integrations → Slack
  2. Click Reconnect
  3. Re-authorize in Slack

Channel Management

View which channels Pingd has been added to and manage channel-specific settings.

Subscription & Billing

Current Plan

View your current subscription:
  • Plan name and tier
  • User limit
  • Feature availability
  • Renewal date

Usage

Monitor your organization's usage:
  • Active users vs. user limit
  • Queries this billing period
  • API calls consumed

Billing

  • Update payment method
  • View invoices
  • Change plan
  • Cancel subscription
Pro Tip: Need to add more users than your plan allows? Contact sales@pingd.io for custom pricing on larger teams.

Data Retention

Configure how long data is retained:

Agent Memory

  • How long the agent remembers conversation context
  • Default: 90 days
  • Options: 30, 60, 90, 180 days, or unlimited

Query History

  • How long query logs are kept
  • Default: 1 year
  • Options: 90 days, 6 months, 1 year, 2 years

CRM Data Cache

  • How long synced CRM data is retained after disconnection
  • Default: 30 days
  • After retention period, data is permanently deleted

Security Settings

Two-Factor Authentication

Require 2FA for all users in your organization:
  1. Go to Settings → Security → 2FA
  2. Toggle Require 2FA
  3. Set a grace period for existing users to enable 2FA

Session Timeout

Configure automatic session timeout:
  • Default: 24 hours
  • Options: 1 hour, 8 hours, 24 hours, 7 days

IP Allowlist

Restrict access to specific IP ranges (available on Enterprise plans).

Danger Zone

Transfer Ownership

Transfer organization ownership to another admin:
  1. Go to Settings → Organization → Danger Zone
  2. Click Transfer Ownership
  3. Select the new owner (must be an existing admin)
  4. Confirm with your password

Delete Organization

Permanently delete your organization and all associated data:
  • This action is irreversible
  • All user accounts are removed
  • All data is permanently deleted
  • Requires owner confirmation with password
See also: Admin Guide · Managing Users · Security & Compliance
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