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Organization settings: Organization Details (New Experience)

Manage your company information, locate your Account ID, and configure audit-facing details

Updated this week

💡 Still using the classic Drata experience? Refer to Company Information Fields FAQs for the original UI.

The Organization details page allows you to manage your company’s core information in Drata, including audit-facing details, compliance URLs, and your Account ID.

This information is used across Drata to represent your organization in policies, compliance documentation, and automated evidence collection.

Several fields on this page are tied directly to automated tests and audit evidence, so updates should be made carefully and only by authorized users.

Prerequisites

To edit Organization details, you must have the Admin role.

  • Admins can view and update all organization settings

  • Other users may be able to view limited organization information but cannot make changes

Access Organization details

To open the Organization details page:

  1. Select Settings

  2. Under Organization, select Organization details

  3. Confirm you are on the Org info tab

Organization information

These fields describe your organization’s identity and legal context.

Field

Description

Relevance/Impact

Company logo (optional)

Upload your company logo.

File must be under 1 MB and in JPG or PNG format.

Email domain

Primary domain used for company email and website.

Impacts the following test and control:

  • Related test: Test 70: SSL/TLS Enforced on Company Website

  • Related control: DCF-55: SSL/TLS Enforced

Full legal name (optional)

Official legal entity name of your organization.

Referenced in contracts, policies, and audit documentation.

Common name

Public-facing or “doing business as” (DBA) name.

Used to pre-populate the company name in Drata policy templates. Changing this later does not automatically update existing policies.

Incorporation / founding year
(optional)

Year the organization was established.

Provides organizational context in audit packages and reviews.

Phone number
(optional)

Primary business contact number.

Used for customer and auditor contact where a phone number is required.

Company description
(optional)

High-level summary of what your organization does.

Helps auditors and customers understand your business; can be used in audit package contexts.

Company address
(optional)

Mailing or operating address.

Used in legal and audit documentation where a physical address is required.

Account ID

Unique identifier for your Drata account.

Read-only; used by Drata Support and internal tooling to identify your tenant.

SafeBase Organization ID

Identifier used for SafeBase / Trust Center integration.

Read-only; links your Drata tenant to your Trust Center instance.

Data residency location

Region where your Drata data is hosted.

Read-only; used to demonstrate where customer data is stored for compliance and contractual needs.

Important:
If you update your Common name, Drata does not automatically update existing policies. To reflect the new name in policies, you must:

  • Manually update each policy, or

  • Contact Drata Support for assistance applying the change across templates.


Compliance and public URLs

These fields support customer transparency and automated compliance tests.

Field

Purpose

Related test / control behavior

Privacy policy URL
(optional)

Link to your public privacy policy describing confidentiality and privacy commitments.

Impacts the following test and control:

  • Related test: Test 84: Privacy Policy Publicly Available

  • Related control: DCF-65: Maintains a Privacy Policy

Terms of use URL

(optional)

Link to your public terms of service/terms of use.

Impacts the following test and control:

Support / Help URL

Link to a support, help, or contact page for customers.

Impacts the following test and control:

  • Related test: Test 11: Contact Information Available to Customers

  • Related control: DCF-8: Disclosure Process for Customers

Security / Compliance email

Dedicated inbox for security or compliance inquiries

Recommended to keep separate from a general support email.

Note:
If your Terms of Use/Terms of Service are not publicly available (for example, contract-only), you can:

  • Disable the related monitoring test, and

  • Upload your standard contract or MSA directly to the mapped control instead.


Product information

Sample MSA (Master Service Agreement)

Upload a sample Master Service Agreement (MSA) to demonstrate that your organization has formal agreements with customers outlining:

  • Your commitments and responsibilities

  • Customer responsibilities and expectations

If you do not use an MSA, you can upload another form of customer agreement, such as: Terms of Service, Service Agreement, or Statement of Work (SOW).

Related test: Test 83: MSAs Offered to Customers

Related control: DCF-64: Commitments Explained to Customers

Note: If your organization offers multiple products, you can:

  • Upload one representative agreement here, and

  • Upload additional agreements directly to DCF-64: Commitments Explained to Customers using Map External Evidence.

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