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Customer Management

Managing your organization in CosmosCost - settings, billing, and configuration.

Organization Overview

What is an Organization?

In CosmosCost, each organization (customer) is a completely isolated entity with its own users, cloud accounts, and billing. Organizations are identified by a unique slug used in URLs and API calls.

Creating Your Organization

During Signup

When you first sign up for CosmosCost:

  1. Choose your subscription plan (Free, Business, or Business+)
  2. Create your account with email and password
  3. Enter your organization name
  4. System generates a unique slug (e.g., "acme-corp")
  5. You become the organization owner with Admin role

Organization Slug

The organization slug is a URL-friendly identifier used throughout the platform:

  • •Dashboard URL: /dashboard/your-org-slug
  • •API Endpoints: /api/customers/...
  • •Unique across platform: No two organizations can share the same slug

Note

Organization slugs cannot be changed after creation. Choose carefully!

Organization Settings

Accessing Settings

  1. Log in to your CosmosCost dashboard
  2. Click your profile menu (top right)
  3. Select Settings
  4. Navigate to Organization tab

Basic Information

Update your organization details:

  • •Organization Name: Display name for your organization
  • •Slug: Read-only unique identifier
  • •Industry: Your business sector (optional)
  • •Company Size: Number of employees (optional)
  • •Website: Company website URL (optional)

Contact Information

  • •Primary Contact: Main point of contact
  • •Email: Organization email address
  • •Phone: Contact phone number (optional)
  • •Address: Billing address

Billing & Subscription

Viewing Current Plan

Navigate to Settings → Billing:

  • • Current plan
  • • Billing cycle
  • • Payment method
  • • Usage limits

Upgrading

  1. Go to Settings → Billing
  2. Click Upgrade Plan
  3. Select desired plan
  4. Enter payment details
  5. Confirm upgrade
  6. Features activate instantly

Payment Methods

  • • Add new card
  • • Update default method
  • • Remove saved cards
  • • Download invoices

Canceling

  1. Go to Settings → Billing
  2. Click Cancel Subscription
  3. Review cancellation terms
  4. Provide feedback
  5. Confirm cancellation
  6. Downgrades to Free plan

Data Management

Data Retention

  • Cost Data: Retained for 24 months
  • User Activity: Retained for 90 days
  • Audit Logs: Retained for 12 months (Business+ only)
  • Configurations: Retained indefinitely while account is active

Data Export

Export your organization's data:

  1. Go to Settings → Data & Privacy
  2. Click Export Data
  3. Select data types to export
  4. Choose format (CSV or JSON)
  5. Receive download link via email

Data Deletion

Request deletion of your data:

  1. Navigate to Settings → Data & Privacy
  2. Click Delete Organization Data
  3. Verify your identity
  4. Confirm deletion request
  5. Data deleted within 30 days

Warning

Data deletion is permanent and cannot be undone. Export your data before deletion if needed.

Security Settings

Authentication

  • •Password Policy: Enforce strong requirements
  • •Session Timeout: Auto logout Business+
  • •Two-Factor Auth: Require 2FA Business+

Access Control

  • •IP Whitelisting: Restrict by IP Business+
  • •SSO Integration: Single sign-on Business+
  • •API Access: Manage API keys

Audit & Compliance

  • •Audit Logs: View all activity Business+
  • •Compliance Reports: SOC 2, GDPR Business+
  • •DPA: Download data processing agreement

Usage & Limits

Current Usage

View your organization's usage:

  • Users: Number of active users vs plan limit
  • Cloud Accounts: Connected accounts
  • API Calls: Monthly API usage vs limit
  • Data Storage: Cost data storage used

Plan Limits

ResourceFreeBusinessBusiness+
Users15Unlimited
Cloud Accounts1 (AWS only)UnlimitedUnlimited
API Calls/hour-1,00010,000
Data Retention12 months24 months24 months

Organization Transfer

Transferring Ownership

Transfer organization ownership to another user:

  1. Ensure target user is already a member with Admin role
  2. Go to Settings → Organization
  3. Click Transfer Ownership
  4. Select new owner from dropdown
  5. Confirm transfer
  6. New owner receives email notification
  7. You become a regular Admin user

Deleting Organization

Before Deletion

  • Cancel any active subscriptions
  • Export important data
  • Notify all users
  • Remove integrations and API keys

Deletion Process

  1. Navigate to Settings → Organization
  2. Scroll to Danger Zone
  3. Click Delete Organization
  4. Read warnings carefully
  5. Type organization name to confirm
  6. Click Permanently Delete
  7. Organization and all data deleted within 30 days

Next Steps

Learn how to manage users in your organization.

Questions about organization management? Contact support for help.