> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cocoondata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing users' storage quotas through plans

The **Plans** page of Organisation Administration ([below](/3.5/admin-platform/managing-users-storage-quotas-through-plans.md#plans-page)) allows the following within an organisation:

* The [addition of new plans](/3.5/admin-platform/managing-users-storage-quotas-through-plans.md#adding-a-new-plan).
* Existing plans to be [edited](/3.5/admin-platform/managing-users-storage-quotas-through-plans.md#editing-an-existing-plan) or [removed](/3.5/admin-platform/managing-users-storage-quotas-through-plans.md#removing-an-existing-plan).

Organisation administrators can define *plans*, each of which defines a storage quota that is used to restrict the amount of storage (managed by the Covata Platform's Content Service) available to Covata user accounts accessed through either:

* Covata SafeShare applications, or
* Other client applications that utilise the Covata Platform's API.

A storage quota is specified as part of a plan, which in turn must be applied to Covata user accounts with the [Originator role](/3.5/admin-platform/administering-users-within-an-organisation.md#originator-role) (through the **Users** [page](/3.5/admin-platform/administering-users-within-an-organisation.md)) when the account is either [added](/3.5/admin-platform/administering-users-within-an-organisation.md#adding-an-organisation-user-account) to the organisation or [edited](/3.5/admin-platform/administering-users-within-an-organisation.md#editing-an-organisation-user-account) (to grant this user's account the Originator role).

![Plans page](https://mintcdn.com/cocoondata/_MzKWwAlmVvZNHNz/images/c5dafb99cf48-plans-page.png?fit=max\&auto=format\&n=_MzKWwAlmVvZNHNz\&q=85\&s=0f792a56f4847e240e0fa5ca746009b9)

## Adding a new plan

At least one plan must be added to your organisation (the first of which becomes the initial **default** plan) before a Covata user with the [Originator role](/3.5/admin-platform/administering-users-within-an-organisation.md#originator-role) can be added to your organisation.

**To add a new plan to your organisation on the Covata Platform:**

1. Ensure you are [signed in](/3.5/admin-platform/accessing-organisation-administration.md#signing-in-to-organisation-administration) to SafeShare Organisation Administration.
2. Click the **Plans** option on the left of the [SafeShare Organisation Administration interface](/3.5/admin-platform/accessing-organisation-administration.md#the-organisation-administration-interface) to open the **Plans** page.
3. Click the **Add New** button.
4. In the **Add new plan** dialog box, specify the:

   * **Plan Name** - The value of this field is the name of the plan shown in the list of available plans when a Covata user with the [Originator role](/3.5/admin-platform/administering-users-within-an-organisation.md#originator-role) is [added](/3.5/admin-platform/administering-users-within-an-organisation.md#adding-an-organisation-user-account) (to the organisation) or [edited](/3.5/admin-platform/administering-users-within-an-organisation.md#editing-an-organisation-user-account) through the **Users** [page](/3.5/admin-platform/administering-users-within-an-organisation.md).
   * **Quota (MB)** - The value of the quota (in megabytes) that this plan defines.
   * **Description** - A longer description to provide more information about the plan, such as the plan's purpose or which type of Covata users the plan is intended for. The value of this field is only visible to Organisation administrators on this **Plans** page.
5. ( *Optional* ) Select the **Default Plan** check box to ensure that *this* plan (you are about to add) is selected by default when a Covata user with the [Originator role](/3.5/admin-platform/administering-users-within-an-organisation.md#originator-role) is being [added](/3.5/admin-platform/administering-users-within-an-organisation.md#adding-an-organisation-user-account) (to the organisation).
6. Click **Save** and the new plan is added and will appear as a new entry on the **Plans** page. \

   **Note:** If the **Default Plan** check box was selected, the **default** indicator on the **Plans** page switches to this plan you just added.

## Editing an existing plan

Editing an existing plan allows modification of all of its fields. This is useful when it is necessary to modify the plan's quota or change this plan to the **default** one.

**To edit an existing plan in your organisation:**

1. Ensure you are [signed in](/3.5/admin-platform/accessing-organisation-administration.md#signing-in-to-organisation-administration) to SafeShare Organisation Administration.
2. Click the **Plans** option on the left of the [SafeShare Organisation Administration interface](/3.5/admin-platform/accessing-organisation-administration.md#the-organisation-administration-interface) to open the **Plans** page.
3. Locate/scroll to the relevant plan and click its **Edit** link.
4. In the **Edit plan** dialog box, modify the:

   * **Plan Name** - The value of this field is the name of the plan shown in the list of available plans when a Covata user with the [Originator role](/3.5/admin-platform/administering-users-within-an-organisation.md#originator-role) is [added](/3.5/admin-platform/administering-users-within-an-organisation.md#adding-an-organisation-user-account) (to the organisation) or [edited](/3.5/admin-platform/administering-users-within-an-organisation.md#editing-an-organisation-user-account) through the **Users** [page](/3.5/admin-platform/administering-users-within-an-organisation.md).
   * **Quota (MB)** - The value of the quota (in megabytes) that this plan defines.
   * **Description** - A longer description to provide more information about the plan, such as the plan's purpose or which type of Covata users the plan is intended for. The value of this field is only visible to Organisation administrators on this **Plan Management** page.
5. ( *Optional* ) Select the **Default Plan** check box to ensure that *this* plan (you are editing) is selected by default when a Covata user with the [Originator role](/3.5/admin-platform/administering-users-within-an-organisation.md#originator-role) is either being [added](/3.5/admin-platform/administering-users-within-an-organisation.md#adding-an-organisation-user-account) (to the organisation) or being [edited](/3.5/admin-platform/administering-users-within-an-organisation.md#editing-an-organisation-user-account).
6. Click **Save** and the plan's fields are updated accordingly. \

   **Note:** If the **Default Plan** check box was selected, the **default** indicator on the **Plans** page switches to this plan you just edited.

## Removing an existing plan

Removing an existing plan prevents this plan from being selected when [adding a Covata user account](/3.5/admin-platform/administering-users-within-an-organisation.md#adding-an-organisation-user-account) (to an organisation) or [editing the account](/3.5/admin-platform/administering-users-within-an-organisation.md#editing-an-organisation-user-account) through the **Users** [page](/3.5/admin-platform/administering-users-within-an-organisation.md).

When a plan is removed, any users who were assigned this plan are automatically switched over to the **default** plan. Be aware that if this **default** plan has a quota which is lower than the amount of Content Service-managed storage utilised by any of these users, then these users will no longer be able to upload any data through SafeShare (including any other client applications that utilise the Covata Platform's API) until these users' storage utilization drops below the **default** plan's quota.

> [!NOTE]
>
> It is not possible to remove the plan marked **default**. To delete a plan marked **default**, [edit another plan](/3.5/admin-platform/managing-users-storage-quotas-through-plans.md#editing-an-existing-plan) first and choose its **Default Plan** check box (then **Save**), which switches the **default** indicator away from the plan you intend to remove.

**To remove an existing plan from your organisation:**

1. Ensure you are [signed in](/3.5/admin-platform/accessing-organisation-administration.md#signing-in-to-organisation-administration) to SafeShare Organisation Administration.
2. Click the **Plans** option on the left of the [SafeShare Organisation Administration interface](/3.5/admin-platform/accessing-organisation-administration.md#the-organisation-administration-interface) to open the **Plan Management** page.
3. Locate/scroll to the relevant clearance and select its check box on the left.
4. Click the **Remove** button.
5. On the **Delete Plan** message box, click **Yes** to proceed with the plan's removal.


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