Organization

Our organization documentation covers organization-level settings, such as plan changes and billing information. For Access Permissions, see Teams.

Payment and plans

To cancel your account, please contact our Customer Success team at account@chartio.com or +1 (855)-232-0320.

How billing changes affect your invoice

When upgrading, your bill will be prorated for the remainder of the month and charged to your bill for the following month.

This means that your next bill will be higher—or lower if you downgraded—than the usual, as it contains the difference in the two plans for the number of days that you had changed in the previous billing period.

Change payment method

Note: Only users on the Owners Team can access Payment Settings. If you don't see Payments from the Settings dropdown menu, you'll need to contact someone on your organization's Owner's Team.

Navigate to your Payment Settings by clicking Settings from the top navigation, and selecting Payments from the dropdown menu.

Under Credit Card Information, click the button labeled Change Card. Use the form to enter your new billing information, and click Update to submit.

Invoices

Chartio will send you invoices every billing period. The invoices will be emailed to the email address listed in the Billing Notifications section of the Payments Settings.

To view or change your Payment Settings, click Settings from the top navigation, and selecting Payments from the dropdown menu.

Change invoice email

To change who the invoices are sent to, simply change the email address listed under Billing Notifications.

Canceling

To cancel your account, please contact our Customer Success team at account@chartio.com or +1 (855)-232-0320.

Single sign-on

Chartio supports Single Sign-on (SSO) using SAML.

Enforcing SSO login has many benefits for both you and your users. It allows users to log in to Chartio quickly and easily, and allows admins to manage their users from one centralized location.

This is a premium feature, so please reach out to account@chartio.com about enabling SSO support for your Chartio account.

SAML and permissions

If a user logs in to Chartio via SAML and had not previously been added to a Chartio team, they will be added to a team called SAML Added Users. If you grant permissions to this team, note that they will be shared with any new user who is auto-added to the team.

A user whose SAML account access is revoked may not lose access to Chartio immediately. If the user is currently logged in to Chartio at the time of their removal, their session may stay active for up to 7 days.

Okta

Add the Chartio app to Okta

From your Okta Dashboard, navigate to the Admin section and select Applications from the top navigation. Click Add Application.

Type Chartio into the search box, and click Add next to our application name.

Review the application settings, using the Next buttons to navigate through. Assign the application to your users as needed and click Done when finished.

Obtain Okta SSO details

Once the Chartio application has been saved to your Okta account, you'll be redirected to the application's settings page. If not, find it from your Dashboard.

Switch to the Sign On tab. Scroll down to the View Setup Instructions button and click it.

Keep this page handy - you'll need this information in the next step.

Add Okta SAML settings to Chartio

Once Chartio has enabled SAML login for your organization, you'll need to add your SAML settings to your Chartio account.

Navigate to your organization settings page by selecting > Settings from the top navigation. In the Organization tab, find the Authentication section and check the SAML checkbox. If you want your users to only log in via Okta, uncheck the other login types.

Enter the SSO settings from the Setup Instructions obtained in the previous step.

Bitium

Add the Chartio app to Bitium

From your Bitium homepage, click Add an App in the left sidebar. Search for Chartio, and select our app from the list.

The Bitium browser extension is required for form-based authentication. If you don't yet have the Bitium browser extension, you'll be prompted to install it. Note: once SAML setup is complete, you may uninstall the browser extension if desired.

Enable SAML, obtain Bitium SSO details

From the top navigation, select Manage (your organization name) and choose Manage Apps from the dropdown.

Find the Chartio app and click the name. Switch to the Single Sign-On tab, and select SAML Authentication from the dropdown menu. A form with your SAML authentication info will appear. Keep this information handy, you'll need it in the next step.

Add Bitium SAML settings to Chartio

Once Chartio has enabled SAML login for your organization, you'll need to add your SAML settings to your Chartio account.

Navigate to your organization settings page by selecting > Settings from the top navigation. In the Organization tab, find the Authentication section and check the SAML checkbox. If you want your users to only log in via Bitium, uncheck the other login types.

A form will appear. Enter the SSO settings you located in Bitium in the previous step.

  • SAML entity ID: enter the Entity ID from Bitium
  • SAML SSO URL: enter the Login URL from Bitium
  • X.509 certificate: enter the X.509 Certificate from Bitium. Copy the certificate without the BEGIN and END CERTIFICATE lines.

OneLogin

Add the Chartio app to your OneLogin account

Go to your OneLogin admin console, and select Apps > Add Apps from the top navigation. Type Chartio into the search box, then click our app name.

A configuration panel for the Chartio app will appear. Find the Connectors section and change the Connector Version to SAML2.0. Click Save when finished.

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Obtain OneLogin SSO details

Once you click Save, you'll be redirected to the Chartio app's settings. Switch to the SSO tab and keep it handy - you'll need this information in the next step.

Add OneLogin SAML settings to Chartio

Once Chartio has enabled SAML login for your organization, you'll need to add your SAML settings to your Chartio account.

Navigate to your organization settings page by selecting > Settings from the top navigation. In the Organization tab, find the Authentication section and check the SAML checkbox. If you want your users to only log in via OneLogin, uncheck the other login types.

A form will appear. Enter the SSO settings you located in OneLogin in the previous step.

  • SAML entity ID: enter the Issuer URL from OneLogin
  • SAML SSO URL: enter the SAML 2.0 Endpoint from OneLogin
  • X.509 certificate: in OneLogin, click "View Details" below the certificate box. Copy the certificate without the BEGIN and END CERTIFICATE lines.

Enforce login type

Permissions required: Owner

Chartio currently supports three login types for users:

  • Chartio login
  • Google authentication
  • SAML (Okta, OneLogin)

To enforce a specific login type, select > Settings from the top navigation. Find the Authentication section, adjust the setting as needed, and click Update to save your changes.

Disabling login methods will immediately affect logged in users, including you. Make sure you have recently logged in with one of the selected login methods before updating this for your organization.

Managing user logins

If you choose to enforce Google or SAML authentication only, a user whose Google/SAML account access is revoked may not lose access to Chartio immediately. If the user is currently logged in to Chartio at the time of their removal, their session may stay active for up to 7 days.