Terms of Service

Last updated: April 15, 2026

These Terms of Service (the “Terms”) form a binding agreement between you (“you” or “Customer”) and OrgPlan, Inc. (“OrgPlan”, “we”, “us”, or “our”) and govern your access to and use of the OrgPlan website at orgplan.io, the OrgPlan web application at app.orgplan.io, and any related services (collectively, the “Service”). By creating an account or otherwise accessing the Service, you agree to be bound by these Terms. If you are accepting these Terms on behalf of an organization, you represent that you have authority to bind that organization to these Terms.

Please also read our Privacy Policy, which is incorporated into these Terms by reference and explains how we handle personal information.

1. Eligibility

You must be at least 16 years old and capable of forming a binding contract under the laws of your jurisdiction to use the Service. If you are using the Service on behalf of an organization, you must have authority to act for that organization and to upload its data to the Service.

2. Accounts and security

To use the Service you must create an account through our authentication provider, Clerk. You agree to provide accurate and current information and to keep your account information up to date. You are responsible for safeguarding your credentials and for any activity under your account. Notify us promptly at security@orgplan.io if you suspect any unauthorized access. Sharing credentials between people is not permitted — each individual user must have their own seat and login.

3. Description of the Service

OrgPlan is a web-based organizational chart and headcount-planning tool. The Service lets you build org charts, model planning scenarios (including hires, role changes, and budget impact), sync your directory from Google Workspace, view your organization in chart, table, and budget views, share read-only views with stakeholders, and export your data in common formats (CSV, PDF, PNG). Features available to you depend on the subscription plan in effect for your organization.

4. Subscription plans, billing, and renewal

OrgPlan currently offers a Free plan and paid Core and Business plans. Plan limits (employee count, scenario count, Google Workspace sync, and other features) are documented on our Pricing section and may be updated from time to time with reasonable notice.

  • Billing. Paid subscriptions are billed monthly in advance through our payment processor, Stripe. By subscribing you authorize us (via Stripe) to charge your chosen payment method on each renewal date.
  • Auto-renewal. Subscriptions automatically renew at the end of each billing period at the then-current price unless you cancel before the renewal date.
  • Plan changes. You may upgrade, downgrade, or change your plan at any time from the customer portal. Upgrades take effect immediately, with billing prorated for the remainder of the period. Downgrades take effect at the start of the next billing period.
  • Cancellation. You may cancel your subscription at any time. Cancellation stops future renewals; access continues until the end of the current paid period and is not refunded for partial periods.
  • Refunds. Except where required by applicable law, fees are non-refundable.
  • Taxes. Fees are exclusive of any taxes, levies, or duties imposed by taxing authorities, which are your responsibility unless we are required by law to collect them.
  • Past due amounts. If a payment is declined, we may suspend or downgrade your account until the balance is paid.

5. Free plan and trials

The Free plan is offered subject to the limits described on our pricing page and may be modified or discontinued at any time. Any free trial of a paid feature converts automatically to a paid subscription at the end of the trial unless cancelled before the trial ends.

6. Customer data and ownership

“Customer Data” means any data you or other users in your organization upload, sync, enter, or generate within the Service, including employee records, scenario plans, and exports. As between you and OrgPlan, you retain all right, title, and interest in Customer Data. You grant OrgPlan a worldwide, non-exclusive, royalty-free license to host, store, transmit, display, copy, modify, and process Customer Data solely as necessary to provide and improve the Service, to enforce these Terms, and as otherwise permitted by the Privacy Policy.

You represent and warrant that (a) you have all rights and consents necessary to upload Customer Data to the Service and to allow OrgPlan to process it as described in these Terms and the Privacy Policy, and (b) Customer Data does not infringe or violate any third-party right or applicable law. If your organization is subject to data-protection laws (such as the GDPR or UK GDPR), the customer organization is the data controller and OrgPlan is the data processor with respect to Customer Data.

7. Sensitive data

OrgPlan is designed for organizational headcount and planning data. You agree not to upload, store, or process special categories of personal data (such as health, biometric, or government-issued identifiers) or any data subject to regulations such as HIPAA, PCI-DSS, GLBA, or COPPA, except to the limited extent inherent in standard HR records (e.g. job title, department, salary). OrgPlan is not a HIPAA-compliant service, is not a payment-card environment, and is not designed to store sensitive personal identifiers such as Social Security numbers.

8. Acceptable use

You agree not to:

  • Use the Service in violation of any applicable law or regulation
  • Attempt to gain unauthorized access to the Service, other accounts, computer systems, or networks connected to the Service
  • Probe, scan, or test the vulnerability of the Service except through our responsible disclosure program at security@orgplan.io
  • Reverse engineer, decompile, or disassemble any part of the Service, except to the extent expressly permitted by applicable law
  • Resell, sublicense, or otherwise commercially exploit the Service without our written permission
  • Use the Service to send unsolicited communications, distribute malware, or conduct phishing or other fraudulent activity
  • Use the Service to store data unrelated to organizational planning, or to store any of the categories of sensitive data prohibited under Section 7
  • Use automated means (bots, scrapers, crawlers) to access the Service in a manner that imposes an unreasonable load on our infrastructure
  • Interfere with or disrupt the integrity or performance of the Service
  • Share your account credentials with anyone else

9. Sharing and public links

The Service lets you create read-only public share links and grant domain-wide guest access to certain views of your organization. When you create such a link or grant such access, you are responsible for the audience that may access the resulting view. Salary amounts, personal email addresses, and start dates are stripped from public share links by default; you should still avoid sharing links containing information you would not want a recipient to see. We are not responsible for what recipients do with information they obtain from a link you create.

10. Google Workspace integration

If you connect Google Workspace, you authorize OrgPlan to read directory information from your Google account through Google’s OAuth 2.0 flow. OrgPlan’s use of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. You may revoke OrgPlan’s access at any time from the Integrations page within the Service or from your Google Account permissions screen.

11. Third-party services

The Service integrates with third-party services such as Google Workspace, Stripe, and Clerk. Your use of those services is governed by their own terms and privacy policies. We are not responsible for the availability, accuracy, or content of any third-party service.

12. Beta features and feedback

We may make pre-release or beta features available from time to time. Beta features are provided “as is” and may be changed or discontinued at any time. If you provide us with feedback, suggestions, or ideas about the Service, you grant us a perpetual, irrevocable, worldwide, royalty-free license to use that feedback for any purpose without obligation to you.

13. Intellectual property

The Service, including all software, design, text, graphics, and trademarks, is owned by OrgPlan and its licensors and is protected by copyright, trademark, and other intellectual-property laws. We grant you a limited, non-exclusive, non-transferable, revocable right to access and use the Service in accordance with these Terms and your active subscription. Nothing in these Terms transfers ownership of the Service or any OrgPlan intellectual property to you.

14. Confidentiality

Each party agrees to protect the other’s confidential information using at least the same standard of care it uses for its own confidential information of like kind, and to use such information only for purposes consistent with these Terms. This obligation does not apply to information that is or becomes publicly available through no breach of these Terms, was rightfully known to the receiving party prior to disclosure, or is independently developed without reference to the disclosing party’s confidential information.

15. Service availability and changes

We work hard to keep the Service available and reliable, but we do not guarantee uninterrupted or error-free operation. We may modify, suspend, or discontinue any part of the Service at any time. We will provide reasonable notice of material adverse changes to active paid customers where practicable.

16. Suspension and termination

We may suspend or terminate your access to the Service immediately, without notice, if we reasonably believe you have violated these Terms, if your account has an unpaid balance, or if your use creates a security or legal risk to OrgPlan or other users. You may terminate these Terms at any time by cancelling your subscription and deleting your organization through the Service.

On termination, your right to access the Service ends immediately. We will retain Customer Data in soft-deleted form for up to 30 days, during which an organization owner can request restoration. After the soft-delete window expires, Customer Data is permanently removed from our production systems on the schedule described in the Privacy Policy.

17. Disclaimer of warranties

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, OR NON-INFRINGEMENT. ORGPLAN DOES NOT WARRANT THAT THE SERVICE WILL MEET YOUR REQUIREMENTS, OPERATE WITHOUT INTERRUPTION, OR BE FREE OF ERRORS, AND DOES NOT WARRANT THE ACCURACY OR RELIABILITY OF ANY INFORMATION OBTAINED THROUGH THE SERVICE.

18. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL ORGPLAN OR ITS SUPPLIERS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, OR BUSINESS OPPORTUNITY, ARISING OUT OF OR IN CONNECTION WITH THESE TERMS OR THE SERVICE, REGARDLESS OF THE THEORY OF LIABILITY (CONTRACT, TORT, OR OTHERWISE) AND WHETHER OR NOT WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. ORGPLAN’S TOTAL CUMULATIVE LIABILITY UNDER THESE TERMS WILL NOT EXCEED THE GREATER OF (A) THE FEES PAID OR PAYABLE BY YOU TO ORGPLAN FOR THE SERVICE DURING THE 12 MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS ($100). SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, SO THESE LIMITATIONS MAY NOT APPLY TO YOU.

19. Indemnification

You agree to defend, indemnify, and hold harmless OrgPlan and its officers, directors, employees, and agents from and against any claims, damages, losses, liabilities, and expenses (including reasonable attorneys’ fees) arising out of or relating to (a) your or your users’ use of the Service, (b) Customer Data, (c) your violation of these Terms or any applicable law, or (d) your violation of any third-party right.

20. Governing law and dispute resolution

These Terms are governed by the laws of the State of Delaware, United States, without regard to its conflict-of-laws principles. The exclusive venue for any dispute arising out of or relating to these Terms or the Service will be the state and federal courts located in Delaware, and you and OrgPlan consent to the personal jurisdiction of those courts. The United Nations Convention on Contracts for the International Sale of Goods does not apply.

Before initiating a formal dispute, the parties will attempt in good faith to resolve any dispute through informal negotiation by contacting legal@orgplan.io.

21. Changes to these Terms

We may update these Terms from time to time. When we make material changes, we will revise the “Last updated” date at the top of this page and notify you by email or through the Service before the change takes effect. Your continued use of the Service after the effective date of the updated Terms constitutes acceptance of the changes.

22. Miscellaneous

  • Entire agreement. These Terms, together with the Privacy Policy and any order form or addendum we mutually execute, are the entire agreement between you and OrgPlan regarding the Service and supersede any prior agreements.
  • Severability. If any provision of these Terms is held unenforceable, the remaining provisions will remain in full force and effect.
  • No waiver. Our failure to enforce any right or provision is not a waiver of that right or provision.
  • Assignment. You may not assign these Terms without our prior written consent. We may assign these Terms in connection with a merger, acquisition, or sale of assets.
  • Force majeure. Neither party will be liable for any failure or delay in performance caused by circumstances beyond its reasonable control.
  • Notices. We may send notices to the email address associated with your account. You may send legal notices to legal@orgplan.io.

23. Contact

For questions about these Terms, contact us at legal@orgplan.io.