Organization Settings
Manage your organization's profile and configuration from the Settings page.
Organization Profile
Basic Information
- Organization Name - Your organization's display name
- Logo - Upload your logo for use on receipts and emails
- Brand Colours - These are used to customize default system templates for documents and emails
Tax Registration
Your CRA or ATO registration details. These appear on all tax receipts.
- CRA Registration Number / ABN
- Registered Charity Name
- Registered Address
To update tax registration details, go to Settings > Organization.
Team Management
Manage team members and their access levels.
Roles
| Role | Permissions |
|---|---|
| Owner | Full access, can manage billing and delete organization |
| Admin | Manage receipts, templates, settings, and team members |
| Member | Create and view receipts |
| Viewer | View-only access to receipts and reports |
Inviting Team Members
- Go to Settings > Team
- Click Invite Member
- Enter their email address
- Select a role
- Click Send Invitation
They'll receive an email with a link to join your organization.
Billing
Manage your subscription from Settings > Billing.
- View your current plan
- See usage metrics
- Update payment method
- View invoices
Click Manage Billing to access the full billing portal.