Setting up your organisation

Your organisation profile is the first thing to fill in. A few of the fields (currency behaviour, timezones, branding on customer-facing pages) quietly flow through the rest of the app, so it's worth a few careful minutes here.

Before you start

• You need the admin role
• If you're working through the in-app setup checklist, this is Step 1, Organization profile

To set up your organisation

1. Open Settings → Organization
2. Fill in the fields (described below)
3. Click Save

What each field does

• Name: shown throughout the app, on exported documents, and on the public tracking page your customers see
• Logo: appears on public tracking pages and on branded exports
• Contact email and Phone: shown on customer-facing documents and tracking pages
• Address: used on invoices and compliance paperwork
• Country: drives locale defaults (currency, date format, timezone suggestions)
• Timezone: controls activity timestamps, workshop calendar times, and when scheduled notifications go out
• VAT number and Company registration number: appear on invoices and legal documents where required
• Require two-factor authentication: when on, every team member must enrol in 2FA before they can access the app

Good to know

• Country and timezone cascade into reports, scheduled notifications, and the workshop calendar. Changing them later is possible but can shift timestamps and schedules, so pick carefully.
• The logo is the one your customers see on their tracking page, so use the branding you'd put on your public website.
• Turning on Require two-factor authentication applies to everyone, including existing members. Make sure your team is ready before flipping it on; team members who haven't enrolled will be blocked from the app until they do.