Organization Settings

Overview

Organization Settings is where Owners and Admins manage the core details of their organization and their personal profile. These settings affect how your organization appears across AEO Optima and control account-level preferences.

Note: Organization Settings are available to Owners and Admins only. Members and Viewers can view their own profile settings but cannot modify organization-level fields.

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Organization Details

Organization Name

The display name of your organization, shown in the sidebar, team settings, and anywhere your organization is referenced. Owners and Admins can edit this at any time.

Changing the organization name does not affect your data, projects, or team members. It is a display-only change.

Slug

The URL-friendly identifier for your organization, auto-generated from the organization name when the organization is created. The slug is used in URLs throughout the platform.

If you need a different slug, contact support.

Plan

Displays your organization's current subscription tier. Click Upgrade to view available plan options and feature comparisons.

Your plan determines access to features such as the number of projects, snapshot frequency, team size, and available AI models. See the pricing page for full plan details.

Organization ID

A unique identifier for your organization. This value is primarily useful when contacting support, as it helps the team locate your account quickly.

You can copy the Organization ID directly from the settings page.

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Multiple Organizations

Any user can create additional organizations — useful for separating clients, brands, or teams that should not share projects, credits, or members.

To create one, open the organization menu in the header (click your organization's name) and choose New organization. This runs the onboarding wizard for the new organization, including its first project. The same menu lists every organization you belong to, with a Current marker on the active one — click any entry to switch.

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Profile Settings

Profile settings apply to your individual user account, not to the organization. Every team member can manage their own profile settings regardless of their role.

Display Name

Your name as it appears to other team members in the organization. This is shown in team lists, activity logs, and anywhere your user is referenced.

Email

The email address associated with your account. This field is read-only and reflects the email you used to sign up. If you need to change your email, contact support.

Avatar URL

Set a custom avatar by providing a URL to an image. The image is displayed in the sidebar, team lists, and your profile. If no avatar URL is set, a default avatar is generated from your initials.

Password

Change your account password from the profile settings. The new password must be at least 8 characters long.

To change your password:

1. Navigate to Settings > Profile
2. Enter your new password
3. Confirm the new password
4. Click Update Password

Warning: If you signed up with Google authentication, you may not have a password set. Use Google sign-in to access your account, or set a password here to enable email and password login as an alternative.

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Budget Controls

Each project in your organization has an overage budget: it caps what the project can add to your bill beyond what your plan includes. It is drawn by exactly what the project takes from your organization's credit balance: pay-as-you-go captures beyond your plan's included answers, pay-as-you-go AI features beyond your plan's allowance (AI analyses, GEO audits, report generations), and AI features billed per call (today the chart Ask-AI insight). What your plan includes never draws it. Every pay-as-you-go draw — a capture beyond your included answers or a paid AI feature — is checked against the project's overage budget before it happens, and refused if it would take the budget past its allocation. Org credits — the real balance you've paid for — are never reset by these controls. Only the per-project tally is affected.

Choosing a budget mode

In Settings > Project, every project has a Budget mode with three options:

In all three modes the org's real credit balance is what truly limits spend. The mode just controls whether the per-project overage cap is a one-shot cap, a recurring monthly cap, or absent. The budget is not compared with the full cost of the answers: a project whose every answer is inside your plan's included allowance never draws it, whatever those answers cost.

Budget alerts

AEO Optima fires three project budget alerts: 80% of the overage budget used (warning), 100% used (captures and paid features (pay-as-you-go AI analyses, GEO audits and report generations) that would add to it are refused, and so are AI analyses and content optimisations your plan includes, which check the budget with a small estimate even then; once more is drawn than allocated, every capture and paid AI feature for the project is refused, even inside your plan), and a projected overage warning when the capture schedule's answers beyond your plan's included allowance this allowance period would cost more than the overage budget has left. The projection walks the project's scheduled captures through the same gates the capture path checks, in order; a project inside its plan's included answers never raises it.

These alerts surface in three places:

• Attention rail — top of the dashboard, for an exhausted project budget.
• Header bell — combined unread count alongside snapshot alerts.
• Email digest — sent to org owners + admins (one digest per recipient).

A budget alert is a standing condition: it stays open while the condition stands, is re-emailed weekly while it does, and closes on its own when the condition clears.

Adding more credits

When a project is approaching or has hit its cap, an org owner or admin can:

1. Raise the allocation — Settings > Project > Budget. The project resumes capturing immediately if there's headroom.
2. Reallocate from a sibling project — the platform owner can move unused budget between projects within the same org. Useful when one project is winding down and another is ramping up.
3. Add org credits — when the org's real credit balance is low, the org owner tops up manually: purchase credits by contacting the platform team, or have them applied as an admin grant (self-serve checkout is on the roadmap). New credits roll into the existing balance and don't expire.

The org runway (Settings > Billing > Credits, and the header credit widget) is how long the credit balance lasts at the pace something actually draws it: pay-as-you-go captures beyond your plan's included answers (the larger of what is scheduled for the next 30 days and what captures drew in the last 30 days; captures the balance cannot cover are refused, so if it cannot cover a scheduled capture's pay-as-you-go estimate the runway ends there, even when nothing draws it before then), plus the paid features that charged it over the last 30 days (Ask-AI, and pay-as-you-go AI analyses, GEO audits and report generations) — both shown by name. It is never the full cost of your answers, which your plan pays for. When nothing draws the balance and no scheduled capture is refused because it cannot cover it, it reads Not being drawn and is never flagged as low; when it cannot be read it reads Runway unavailable right now. While captures are paused it says so: captures and Ask-AI count as zero, and every pay-as-you-go feature charge of the last 30 days counts, because GEO audits and report generations can still charge during a pause and a charge does not record which feature made it. The header widget, the Runway tile and the Org credits will exhaust alert flag it as low when it is under 14 days, on every plan.

Beyond your plan's bundled allowance, pay-as-you-go overage is available as an opt-in (default off) — metered per action (AI analysis $0.50, report $2.00, GEO audit $1.00), with an optional monthly cap you set.

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Settings Summary