Configuring the organisation

Purpose

The “Organisation” pane defines the information that appears on your documents and how amounts are displayed, as well as the address that receives notifications intended for the organisation.

It also presents, for information purposes, the currency associated with the market, the subscription plan, and the status of the organisation, and allows you to select the trades performed, which determine the menu groups.

Where to find it

1. Account
2. Settings

“Organisation” pane.

Steps

1. Open “Settings”, then the “Organisation” pane.
2. Verify the “Name”, the “Home market”, and the “Default language” of the organisation.
3. Enter the “Contact email” that will receive notifications intended for the organisation, such as those related to signatures or alerts.
4. Select the “Trades” performed so that the menu only displays the relevant modules.
5. Click on “Save changes”.

Good to know

• If the “Contact email” remains empty, notifications are sent to the account owner.
• The “Currency” is derived from the selected home market, which ensures that amounts are consistent with the country of operation.
• Only a member with the “Owner” or “Administrator” role can modify these settings; other members view them in read-only mode.

Related guides

• Getting startedChoosing the trades for the organisationThe trades ticked in the organisation settings determine the module groups displayed in the menu for all members.
• Getting startedInvite the team and manage rolesInvite collaborators by email, assign a role to each one, track pending invitations, and remove access.
• Account and subscriptionManaging portal credentialsRegister the publication credentials for real estate portals, and identify those that connect on request.
• Account and subscriptionChoosing and changing your planConsult your current plan, your usage of units and accounts, and upgrade or downgrade your subscription.