Organization Settings

The choices you make in Settings shape how participants experience your program day-to-day. A few minutes of thoughtful configuration here (choosing the right matching mode, enabling the right reminders) can meaningfully improve engagement and reduce the admin work you do later.

Settings are organized into tabs on the left: Organization, Billing, Skills, Matching, Formats, SSO, Notifications, HRIS, DEI, and API & Integrations.

Organization Profile

The Organization tab contains three sections:

• Organization Profile: Update your organization's display name. Your Organization URL (e.g. app.mentorstack.co/demo) is shown here; contact support to change it.
• Preferences: Configure timezone, language, max file upload size, and allowed email domains for invitations.
• Reporting: Set your Annual Attrition Baseline (%), used by the Retention (Directional) report section to compare participant retention against your organization-wide rate.

Matching

The Matching tab lets you configure how matches are created in your program:

• Admin-guided gives you full control over pairing quality, ideal for smaller or high-stakes programs.
• Self-service lets mentees browse and request mentors themselves, reducing admin overhead for larger programs.
• Platform-suggested has MentorStack surface recommendations to mentees while still letting you approve or reject matches.

Billing

The Billing tab shows your current plan, seat usage, and invoices. Available plans:

• Free Pilot: Up to 10 members; all matching formats, core dashboard, limited AI credits
• Starter: Unlimited members; AI insights, bulk invite, Slack/Teams, org-specific skills, and reporting with export
• Growth: Everything in Starter plus SSO/SAML, HRIS sync, DEI metrics, scheduled reports, and custom report branding
• Enterprise: Custom integrations, dedicated support, and priority SLA

Changing your plan

1. Open Settings → Billing.
2. Click Upgrade (or Downgrade) on the plan you want.
3. For a paid plan, set your seat count and choose monthly or annual billing.
4. Complete checkout. Upgrades take effect immediately.

Seats and downgrades

• Paid plans bill per seat. Adjust your seat count anytime from the Billing tab; changes are prorated.
• Downgrades are scheduled for the end of your current billing period, so you keep premium features until then. Before confirming, you'll see a preview of what changes (features or seats you'll lose), and you can revert a scheduled downgrade any time before it takes effect.
• Manage payment methods and download invoices through the billing portal.

Handing Off or Closing Your Organization

• Add another admin: grant admin access to a colleague from the Members page (see Managing Members) so your program isn't dependent on a single administrator.
• Delete the organization: permanent org deletion is handled by MentorStack support to prevent accidental data loss. Contact support to request it, and export any data you need first.
• Your personal data: any member can download or delete their own data from Account → Data & Privacy (see Your Profile & Account).