Managing Members
Adding Team Members
Invited members receive an email with join instructions. Once accepted, they appear in your members list and can start using Copyleaks under your organization’s account.
Added members will use your organization’s credits. Plan accordingly when inviting team members.
Managing Departments
Organize members into departments for better control and tracking:
The members table shows Email, Department, Status (Activated/Pending), Role, and Last activity for each user.
Roles and Permissions
| Role | Permissions | Typical Use |
|---|---|---|
| Super Admin | Full access to billing, organization settings, and all features | Executive leadership, IT administrators |
| Admin | Full feature access and user management, limited billing | Department managers, team leads |
| Member/Contributor | Use all features, cannot manage users | Regular team members |
Organization Settings
Access organization-wide settings through the Organization menu in the sidebar.Organization Details
Configure your organization profile:- Organization name and branding
- Billing address (Country, Address Lines, City, Zip/Postal Code)
- Open ID Authentication settings
Available Policies
Navigate to Policies in the sidebar to configure:- Member Session Timeout - Control how long sessions stay active
- IP Whitelist - Restrict access to specific IP addresses
- Organization Scan Profiles - Assign default scan settings by department
- Multi-Factor Authentication (MFA) Policy - Enforce 2FA across the organization
- Shared Data Hub - Control internal content scanning without saving data
- Prevent email address autofill - Security policy for email entry
Credits and Billing
Centralized Credit Management
View your credit status in the Billing section:- Current balance displayed in the top navigation bar (e.g., “133k Credits left”)
- Credit usage bar shows available credits and word capacity
- Plan type (Prepaid, Free, or Subscription)
- Member seats allocation and usage
Monitoring Usage
The Analytics dashboard provides detailed tracking:- Overview Metrics
- Usage Graphs
- Total Credits consumed
- Total Submitted Scans
- Matched Text Results
- AI Text Cases
- Character Manipulation Alerts
- Cross-Language scans
Set usage thresholds and alerts to monitor when credits fall below specified amounts.
Private Cloud Hubs
Create secure, internal repositories for content comparison. Access through Private Cloud Hubs in the sidebar.Creating a Repository
Repository Management
The Billing page shows your Private Cloud Hub usage and allocation. Manage existing repositories through the dedicated hub interface.API Integration
Generating API Keys
Next Steps
Admin API Reference
Explore API endpoints for programmatic organization management
Private Cloud Hub Guide
Deep dive into secure internal document repositories
Manage Your Credits
Detailed credit management and optimization strategies
Need Enterprise Support?
Get help with organization setup, administrator training, and API integration planning.

