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# Introduction to Organization Admins

> Everything an admin can do to secure organizational data, manage billing and users, and monitor usage

<p>Enterprise admins on Perplexity have comprehensive control over their organization's security, collaboration, and access, allowing them to tailor their workspace to meet compliance and operational needs.</p>

<p>Below is an overview of what an organization admin can do.</p>

<h2 id="h_093c77ba6c">Manage Organization and Billing</h2>

<ul>
  <li>
    <p><b>Organization Overview:</b> Only Admins can edit the organization name, logo, and description. The description is used to improve the relevance of answers provided. This can be done from <b><a href="https://www.perplexity.ai/account/org/details" rel="nofollow noopener noreferrer" target="_blank">Organization</a> settings</b>.</p>
  </li>

  <li>
    <p><b><a href="/help-center/help-center/en/articles/11187557-how-to-manage-enterprise-billing">Manage Billing</a></b>: Admins can update the organization's subscription from monthly to yearly (or vice-versa), or cancel it altogether. They can also update the payment method, billing address, and view and download invoices. To update the billing email address, admins can <a href="https://www.perplexity.ai/?support=true#settings/account" rel="nofollow noopener noreferrer" target="_blank">contact us via Help > Contact Support</a>.</p>
  </li>

  <li>
    <p><b>Manage Product Announcements:</b> Admins can configure Perplexity news and in-product and email announcements to be sent to everyone in an organization, or only to Admins (excluding regular Members). This allows admins to ensure that communications from Perplexity align with their strategy and information governance policies, and it can be configured from <b><a href="https://www.perplexity.ai/account/org/details" rel="nofollow noopener noreferrer" target="_blank">Organization</a> settings</b>.</p>
  </li>
</ul>

<h2 id="h_7ae0365aff">Manage Permissions and User Access</h2>

<p>Admins are the gatekeepers of organizational access. Through the <b>Organization settings</b>, they can:</p>

<ul>
  <li>
    <p><b>Add or Remove Members</b>: From the <b><a href="https://www.perplexity.ai/account/org/members" rel="nofollow noopener noreferrer" target="_blank">Members</a></b> screen, admins can invite new users by email (billing applies for new seats) or generate shareable invite links for onboarding (these can be disabled when needed). To remove someone, admins can use the three-dot menu (⋮) beside a user’s email in the Members dashboard.</p>
  </li>

  <li>
    <p><b>Assign Roles</b>: Admins can <a href="/help-center/help-center/en/articles/11187754-enterprise-roles-and-permissions">assign Admin and Member roles</a>. Role permissions are enforced uniformly across users. It’s not currently possible to customize permissions individually.</p>
  </li>

  <li>
    <p><b>Enforce SSO</b>: Organization admins can <a href="/help-center/help-center/en/articles/11200832-sso-integration-getting-started">set up single sign-on (SSO)</a> and make it mandatory for stronger authentication and domain restrictions. This blocks personal email sign-ups and leverages enterprise identity providers like Okta, Azure AD, and Google Workspace.</p>
  </li>

  <li>
    <p><b>Just-in-time Provisioning:</b> Admins can enable JIT (Just-in-time) provisioning to automatically capture into the organization anyone logging in via SSO with a specific domain (e.g., @companyname.com). This can be enabled from the <b><a href="https://www.perplexity.ai/account/org/identity" rel="nofollow noopener noreferrer" target="_blank">Identity</a></b> screen.</p>
  </li>

  <li>
    <p><b>SCIM User Management</b>: For organizations with 50 or more seats, admins can integrate <a href="/help-center/help-center/en/articles/11652604-scim-based-user-account-management">SCIM-based management</a> to automate user provisioning and deprovisioning.</p>
  </li>
</ul>

<h2 id="h_3360072383">Security, Compliance, and Data Management</h2>

<ul>
  <li>
    <p><b>Enable Search History:</b> Enforce ‘Incognito Mode’ for all searches in the organization by disabling Search History.</p>
  </li>

  <li>
    <p><b>Enforce <a href="/help-center/help-center/en/articles/11652701-data-retention-for-enterprise">session Retention</a> Policies</b>: In organizations with 50+ seats, admins can specify how long data should be stored. By default, sessions are retained until they are deleted.</p>
  </li>

  <li>
    <p><b>Collect and Review <a href="/help-center/help-center/en/articles/11652747-audit-logs">Audit Logs</a></b>: Admins in organizations with 50 seats or more can receive a webhook history of user queries, file uploads, or organization settings updates for compliance monitoring.</p>
  </li>
</ul>

<h2 id="h_95ab46f7d7">Configure File, Sharing, and Connector Permissions</h2>

<p>From the <b><a href="https://www.perplexity.ai/account/org/permissions" rel="nofollow noopener noreferrer" target="_blank">Permissions</a></b> screen, admins can configure granular file-level controls, including:</p>

<ul>
  <li>
    <p><b>File and Repository Controls</b>: Decide who can upload, download, and delete files, and set file visibility rules.</p>
  </li>

  <li>
    <p><b>Content Sharing Permissions</b>: Control whether sessions, Pages, and projects can be shared outside the organization, so only authorized users can access sensitive information.</p>
  </li>

  <li>
    <p><b>User Access Management</b>: Restrict user-initiated invites to ensure only admins onboard external users, reinforcing organizational security.</p>
  </li>

  <li>
    <p><b>Integration Management</b>: Enable or disable connections to third-party services such as Google Drive, OneDrive, SharePoint, Dropbox, and Box at an organizational level.</p>
  </li>
</ul>

<p>You can learn more about Enterprise roles and permissions in <a href="/help-center/help-center/en/articles/11187754-enterprise-roles-and-permissions">this article</a>.</p>

<h2 id="h_fb8dc91198"><b>Monitor Organization Usage</b></h2>

<p>Enterprise admins in organizations with 50 seats or more, or with at least one <a href="/help-center/help-center/en/articles/12310544-what-is-enterprise-max">Enterprise Max</a> seat, can leverage the <a href="/help-center/help-center/en/articles/11844346-enterprise-usage-analytics">Insights analytics dashboard</a> to gain actionable visibility into their organization’s usage patterns on Perplexity.</p>

<p>In this dashboard, admins can monitor total users, monthly active users, and monthly queries, as well as access detailed charts on weekly query trends, feature usage breakdowns, and the growth of the user base over time.</p>

<p>Admins can also review individual user activity, track invites, filter and export data for deeper analysis.</p>

<h2 id="h_bcf807f8ae"><b>Organization Files</b></h2>

<p>Admins can make files available to their organization in two ways:</p>

<ul>
  <li>
    <p><b>Projects:</b> Upload and organize a curated collection of files, then share the Project with the people who should have access.</p>
  </li>

  <li>
    <p><b>File Connectors:</b> Connect Google Drive, SharePoint, or OneDrive so files remain in the source service and access follows the connected account's permissions.</p>
  </li>
</ul>

<p>See <a href="/help-center/help-center/en/articles/10352961-what-are-spaces">What are Projects?</a>, <a href="/help-center/help-center/en/articles/10672063-introduction-to-file-connectors-for-enterprise-organizations">Introduction to File Connectors for Enterprise Organizations</a>, and <a href="/help-center/help-center/en/articles/11187754-enterprise-roles-and-permissions">Enterprise roles and permissions</a> for setup and governance details.</p>

<h3 id="h_migrate_organization_files">Migrate files from the legacy organization file repository</h3>

<p><b>For organizations with existing organization files:</b> The organization file repository is being retired, and new uploads are no longer supported. Download anything your team needs by <b>October 1, 2026</b>. Files remaining after that date will be deleted. Organizations without existing files do not need to take action.</p>

<ol>
  <li>
    <p>Confirm which files your organization needs to keep and who should have access after the migration.</p>
  </li>

  <li>
    <p>Open <b>Settings</b>, select <b>Organization</b>, then open <b>Files</b> and select <b>Download your org files</b>.</p>
  </li>

  <li>
    <p>Open the downloaded ZIP archive and confirm that the files are complete and readable.</p>
  </li>

  <li>
    <p>Add the files to a Project, or connect the supported cloud-storage service where the source files live.</p>
  </li>

  <li>
    <p>Confirm that the intended people can access the files in their new destination.</p>
  </li>
</ol>

<p>The organization file repository is being retired. If your organization has existing files, see <a href="/help-center/help-center/en/articles/20260902-download-and-move-your-organization-files">Download and move your organization files</a> for the download deadline and migration steps.</p>


## Related topics

- [Enterprise admin hub](/help-center/help-center/en/enterprise.md)
- [Getting started with FedRAMP 20x Secure Configuration](/help-center/help-center/en/articles/14714627-getting-started-with-fedramp-20x-secure-configuration.md)
- [Perplexity Enterprise](/help-center/help-center/en/collections/11312901-perplexity-enterprise.md)
- [How credits work for Enterprise organizations — admin guide](/help-center/help-center/en/articles/13901296-how-credits-work-for-enterprise-organizations-admin-guide.md)
- [Espace admin Enterprise](/help-center/help-center/fr/enterprise.md)
