Configure platform behaviour, subscription defaults, and drilling benchmarks. Changes are stored in the database and take effect immediately.
Test Email Configuration
Verify your outbound email settings are working. A test message will be sent to your account email address.
Save your settings first before running the test.
Groups
Vendor Benchmark Groups
Define named groups of service companies for side-by-side comparison in the Vendor Benchmarking analytics report.
Example: group "Drilling" = SCT + BCT, group "Completion" = XYZ + ABC.
Service Categories & Job Types
Configure oilfield service categories and the job types within each category. Used for job type detection and manual assignment in Well Jobs.
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Abbreviations Reference
Browse, search and manage drilling operation codes
Each organisation's effective user limit = plan.max_users + purchased_seats
(or the contract override for Enterprise customers). Set
contract_user_limit for Enterprise customers to override the plan default,
and contract_monthly_tokens to override the org's monthly token grant.
Organisation
Purchased seats
Contract user limit
Contract monthly tokens
Notes
Actions
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Data Retention Policies
PDPL / NCA ECC
Configure how long each data category is retained. Changes apply on next scheduled purge. Minimum is 30 days for all categories.
Data Category
Retention (days)
Retention (readable)
Auto-Purge
Last Purge
Actions
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Auto-Purge runs automatically on the server. Categories with auto-purge disabled require a manual database administrator action.
Audit logs and drilling report data should never be auto-purged per PDPL compliance requirements.
Edit Retention Policy
Minimum 30 days. 365 = 1 year, 730 = 2 years, 3650 = 10 years.
Grant Tokens
Top Up Org Pool
Policy
Add Abbreviation
The short code used in reports
The full meaning or tip to display
Edit Company
U
New User
Step 1 of 2 — Account Details
1
Account Details
Identity & role
2
Security
Password & access
Account Details
Basic information, role, and organization membership.
Joined—Email—Org—
Security & Access
Set a secure password for this account.
Leave blank to keep the current password.
New Organization Onboarding
Step 1 of 4 — Organization Details
1
Organization
Identity & details
2
Admin Account
Create or assign later
3
Documents
Onboarding checklist
4
Review & Create
Confirm & submit
Organization Details
Enter the organization's basic information. This will be visible to all users under this org.
Organization Admin Account
The Org Admin manages users, subscriptions, and settings for the organization. You can create the account now or assign an existing user later.
Create admin now
Set up the admin account as part of this onboarding. The admin receives login credentials immediately.
Assign admin later
Create the organization first. Assign the admin through the Users page after onboarding.
Organization will be created without an active admin
After creation, navigate to Users → Create New User, select this organization from the dropdown, and assign the Org Admin role to activate the org.
Onboarding Documents
Upload the required agreements and compliance documents. All items are optional at this stage — you can add them later via the Documents section.
Accepted: PDF, DOCX, XLSX, PNG, JPG — max 20 MB per file.
Documents are stored securely and linked to the organization record.
Review & Create
Review the details below before creating the organization. You can go back to any step to make changes.
