Overview
The Plan & Organisation tab in Account Settings provides a central view of your organisation's plan type, key details, and branding. From here, you can view your current plan, update your organisation logo, and find important identifiers like your Organisation ID.
This tab is available to users with View Organisation Details permissions or higher. Users with Edit Organisation Details permission or Super User access can make changes.
Accessing Plan & Organisation Settings
1. Log into your ComplyFlow account.
2. Select your profile icon (top-right corner) > Account Settings.
3. Select the Plan & Organisation tab in the Account Settings section.
What You'll See
A. Organisation ID
Your unique Organisation ID is displayed at the top of the tab. This ID is useful when:
Contacting ComplyFlow support
Referencing your account for reporting purposes
Troubleshooting account-specific issues
You can copy this ID for easy reference.
B. Current Plan
The Plan & Organisation tab displays your current account plan:
Enterprise (Starter) – Streamlined version with core compliance features
Enterprise (Pro) – Full-featured plan with unlimited access
For Starter plan users, you will also see:
A summary of your current plan inclusions (Staff, Sites, Templates, etc.)
An Upgrade to Pro call-to-action to unlock additional features
For Pro plan users, you will see:
A list of modules currently enabled in your account
C. Organisation Settings
D. Organisation Logo
You can upload or update your organisation's logo from this tab.
Logo Upload Requirements:
File Types: WebP, JPG, JPEG, PNG
File Size: Maximum 2MB
Recommended Dimensions: 400 x 120 pixels
To upload or change your logo:
Select the logo upload area or Remove & Redo.
Drag and drop your image file, or click to browse your files.
Use the cropping tool to adjust the logo to the correct aspect ratio and select Crop Logo.
Select Save Photo to apply the logo.
Your logo will appear throughout the ComplyFlow interface, including the left navigation menu and any client-facing reports.
To remove your logo:
Select Remove & Redo to delete the current uploaded logo, then upload the new logo as required.
E. Invitation Code
Your organisation's unique Invitation Code is displayed here. This code is used by contractors and suppliers when registering to link to your organisation.
Upgrading Your Plan
If you are on an Enterprise (Starter) plan and would like to upgrade to Enterprise (Pro):
Select Upgrade to Pro on the Plan & Organisation tab or contact the support team.
A ComplyFlow administrator will assist with your upgrade.
All your existing data and settings will be preserved during the upgrade.
Tips
Keep your organisation logo up to date for a professional appearance across the platform.
Share your Organisation ID when contacting support for faster assistance.
Review your plan details periodically to ensure you have the right features for your organisation's needs.
Share your Invitation Code with new contractors to streamline their registration process.
Related Articles
Starter Account Overview Guide – Overview of Starter plan features and limitations