Organization Settings

Organization settings hold your company profile, the signatory shown in emails, your billing address, your regional settings and a summary of your subscription.

Open Settings →

Settings > Organization: Company Details and Email Signatory

Admins only

Only users with the Admin role can open Settings. The Settings link appears in the sidebar for admins only, and other roles who open the page see "Access Restricted: Only Administrators can access organization settings." See User Roles.

Accessing Settings

Click Settings in the sidebar
Select the Organization tab
Make your changes
Click Save Changes at the bottom of the tab

Company Details

Company Name

Your organization’s legal name.

Displayed in the public portal
Used in email communications

Contact Email

Primary email for your organization.

Shown in the contact details of emails to data subjects
Receives account notices, such as page allowance warnings
Once billing is set up, changing it also updates your billing email in Stripe when you save
Should be actively monitored

Contact Phone

Optional phone number. When filled in, it appears in the contact details of emails to data subjects.

Company Domain

Your website domain, for example example.com. The helper text reads “Used for public case portal (e.g., example.com)”. It is also shown as Website in the Email Branding summary under Notifications.

Email Signatory

The Email Signatory card sets the name and title shown at the end of emails to data subjects.

Field	What it does
Signatory Name	For example “Jane Smith”. If blank, emails show your company team name
Signatory Title	For example “Data Protection Officer”. Shown below the signatory name
Sign-off Wording	For example “Kind regards,” or “Yours sincerely,”. If blank, emails use “Best regards,”

Each field takes up to 100 characters.

Billing Address

Open Address Details in the Billing Address card to edit:

Street Address and Address Line 2
City
Postal Code
Country
VAT Number (Optional)

Address Details

Your organization’s billing address, kept on your organization record. Saving an address change here does not send it to Stripe. The address on your invoices is the one entered with your payment details when you subscribe.

VAT Number

Optional. The helper text reads “For B2B reverse charge (EU businesses)”, for example IE1234567X. SAR Portal does not check the number when you save it, so make sure it is correct.

Regional Settings

The Regional Settings card holds Language, Time Zone, Country and the Handle cases across multiple jurisdictions switch. The Country here is the same value as the Country in the billing address. See Regional Settings and Jurisdiction for what each one does.

Subscription

The Subscription card shows your plan, a Trial chip during a trial, your subscription status and the plan’s user, case and storage limits. Click Manage Subscription to open the Billing page.

Settings Tabs Overview

The Settings page has these tabs:

Tab	Purpose
Organization	Company details, email signatory, billing address, regional settings and subscription summary
Case Management	Enabled request types, case statuses, retention and document collation (details)
Branding & Portal	Logo, colours, portal font and email footer, on Pro and Enterprise (details)
Notifications	DPO email copies and email templates (details)
Integrations	Public Case Portal URLs (details) and External Systems for AI guidance (details)
Advanced	AI redaction settings and the Danger Zone with Delete Account (details)