Updated June 01, 2026 UTC · Read-only documentation

Organisation

Executive Summary

Organisation settings control how your company appears and operates in the system — profile and branding, active modules, users, roles, billing, accounting periods, email templates, and security policies. Administrators spend most setup time here before rolling the system out to staff.

Who This Is For

  • Organisation owners and system administrators
  • IT managers configuring access and security
  • Finance leads setting periods and billing

Key Capabilities

  • General organisation profile
  • Module activation
  • Users and roles
  • Apps and integrations profile
  • Sales and inventory defaults
  • Document settings
  • Security settings
  • Billing and subscription
  • Accounting periods
  • Email templates

Table of Contents

  1. Getting Started
  2. General Settings
  3. Modules
  4. Users and Roles
  5. Apps and Integrations
  6. Billing and Periods
  7. Emails
  8. Security

Getting Started

Open Organisation in the sidebar, or click your organisation name in the header. Settings are grouped into tabs for easy navigation.

![Screenshot: Organisation settings overview — placeholder]

General Settings

Under General, set:

  • Organisation name and legal details
  • Logo and branding
  • Contact information
  • Regional preferences

![Screenshot: Organisation general tab — placeholder]

Modules

Under Modules, choose which business areas are active — Stock, Accounting, CRM, Insurance, and others. Only activated modules appear in the sidebar for your users.

  1. Review available modules.
  2. Turn modules on or off according to your subscription and needs.
  3. Save changes — users may need to refresh permissions.

![Screenshot: Organisation modules — placeholder]

Users and Roles

Users

Go to Organisation → Users to add staff, send invitations, and deactivate leavers.

![Screenshot: Organisation users — placeholder]

Roles

Go to Organisation → Roles to define roles and assign permissions. Combine roles with user groups in HR for fine-grained access.

![Screenshot: Role management — placeholder]

Apps and Integrations

Configure which app profiles and integrations apply to your organisation under Apps, Sales & Inventory, and Documents tabs.

![Screenshot: Organisation apps — placeholder]

Billing and Periods

  • Billing — subscription and payment details for your Operations account
  • Periods — financial and operational periods used across accounting and reporting

![Screenshot: Organisation billing — placeholder]

Emails

Create and manage email templates under Organisation → Emails for invitations, notifications, and customer communications.

![Screenshot: Email templates — placeholder]

Security

Review security options under the Security and System tabs — password policies, two-factor authentication requirements, and related controls.

![Screenshot: Organisation security — placeholder]

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