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Organization Profile Settings - Configure Company Information

4 min read•beginner•Last updated: January 2, 2026

Overview

Organization Profile Settings control how your company appears in UniAsset. This page lets you configure financial settings, organization details, and manage organization-level preferences that affect all users and assets.

These settings are set once during initial setup and rarely change unless your company undergoes restructuring or currency changes.

Who Can Access This

Financial Settings:

  • Owner
  • Admin

Organization Details:

  • Owner only

Free Access Requests:

  • Owner only (for NGO, Non-Profit, and Religious organizations)

Danger Zone (Organization Deletion):

  • Owner only

How to Access This Section

  1. Log in to your UniAsset account
  2. Click Settings in the left sidebar
  3. Select Organization
  4. The Organization Settings page loads

Configuration / Page Breakdown

Financial Settings

Country

  • Sets the country for compliance and regional settings
  • Used for depreciation rules and tax calculations
  • Optional field
  • Changes apply immediately to future calculations

Currency

  • The default currency displayed throughout the system
  • All cost values display in this currency
  • Options include: USD, EUR, GBP, CAD, AUD, INR, and more
  • Changes apply immediately but do not convert existing cost values

Financial Year Start

  • Sets the starting month of your organization's fiscal year
  • Used for annual reports and depreciation calculations
  • Options range from January to December
  • Common choices:
    • January (Calendar year - most common)
    • April (UK, India, Japan)
    • July (Australia)
    • October (US Federal)

Organization Details (Owner Only)

Organization Name

  • The official name of your company or entity
  • Appears on reports, exports, and user invitations
  • Maximum 100 characters
  • Required field
  • Example: "Acme Manufacturing Ltd."

Organization Slug

  • A unique URL-friendly identifier for your organization
  • Used in custom URLs and API endpoints (future feature)
  • Must be 3-50 characters
  • Only lowercase letters, numbers, and hyphens allowed
  • Must start and end with a letter or number
  • Example: "acme-manufacturing"
  • Cannot duplicate another organization's slug

Organization Type

  • Defines the type of organization
  • Options:
    • Commercial / For-Profit - Standard businesses
    • NGO - Non-governmental organizations
    • Non-Profit Organization - Registered non-profits
    • Religious Institution - Churches, temples, mosques, etc.
    • Educational Institution - Schools, universities, training centers
  • NGO, Non-Profit, and Religious organizations can request free unlimited access

Free Access Request (NGO, Non-Profit, Religious Only)

If your organization type is NGO, Non-Profit, or Religious, you can request unlimited free access.

Eligibility:

  • Organization type must be NGO, Non-Profit, or Religious
  • Only the Owner can submit the request
  • Requires a written justification explaining your mission

Request Process:

  1. Select organization type
  2. Click "Request Free Access"
  3. Fill in justification (describe your mission and how UniAsset helps)
  4. Submit request
  5. UniAsset team reviews within 3-5 business days

After Approval:

  • You get unlimited assets, users, and features
  • The plan displays as "Free Access (Approved)"
  • No billing or subscriptions required

Danger Zone

Organization Deletion

  • Permanently deletes your entire organization and all data
  • Only the Owner can request deletion
  • Deletion is delayed by 30 days for compliance and recovery
  • During the 30-day window, you can cancel the deletion

What gets deleted:

  • All assets
  • All users
  • All maintenance records
  • All documents and attachments
  • All categories, locations, and departments
  • All reports and history
  • Billing and subscription data

The deletion process:

  1. Owner clicks "Delete Organization"
  2. Confirms the action in the dialog
  3. Deletion is scheduled for 30 days from request
  4. A warning banner appears showing the deletion date
  5. Owner can cancel anytime before the deletion date
  6. After 30 days, deletion is automatic and irreversible

Common Use Cases

Changing Currency After Initial Setup

Your organization expands to a new region and needs to display costs in a different currency.

Steps:

  1. Go to Settings > Organization
  2. Change the currency dropdown
  3. Click "Save Financial Settings"
  4. Existing cost values remain unchanged (they are not converted)
  5. New cost entries use the new currency symbol

Setting Up an NGO for Free Access

You run a non-profit and want to use UniAsset without paying.

Steps:

  1. Go to Settings > Organization
  2. Set Organization Type to "NGO" or "Non-Profit"
  3. Click "Save Organization Details"
  4. Click "Request Free Access"
  5. Write a justification explaining your mission
  6. Submit and wait for approval (3-5 business days)

Updating Financial Year for Tax Season

Your company operates on an April-March fiscal year.

Steps:

  1. Go to Settings > Organization
  2. Set Financial Year Start to "April"
  3. Click "Save Financial Settings"
  4. Reports now calculate annual totals from April to March

Rebranding and Changing Organization Name

Your company rebrands and needs to update its name.

Steps:

  1. Go to Settings > Organization (must be Owner)
  2. Update the Organization Name field
  3. Update the Organization Slug if the name changed significantly
  4. Click "Save Organization Details"
  5. The new name appears on all reports and user invitations

Best Practices

Set financial settings before adding assets

  • Currency and fiscal year settings affect cost tracking and depreciation
  • Changing them later does not retroactively adjust existing data

Use a descriptive organization slug

  • Choose something recognizable and professional
  • Avoid generic terms like "company" or "test"
  • Use your company name or abbreviation

Keep organization name clear and professional

  • This name appears on reports shared with auditors and stakeholders
  • Avoid abbreviations unless universally understood

Review free access requests carefully

  • Provide a genuine justification for non-profits
  • Explain your mission and how UniAsset serves your community

Do not request deletion casually

  • Deletion is permanent after 30 days
  • Export all data before requesting deletion

Important Notes & Limitations

Currency changes do not convert existing values

  • If you change from USD to EUR, existing cost values remain as numbers
  • You must manually update cost values if conversion is needed

Organization slug must be unique

  • If another organization uses the slug, you must choose a different one
  • The system checks uniqueness before saving

Only Owners can modify organization details

  • Admins cannot change the name, slug, or type
  • This prevents accidental rebranding or identity changes

Free access is not automatic

  • NGO/Non-Profit organizations must apply and wait for approval
  • Approval typically takes 3-5 business days
  • UniAsset reserves the right to verify non-profit status

Organization deletion is delayed by 30 days

  • This prevents accidental deletion
  • During the 30-day window, all data remains accessible
  • Deletion can be canceled anytime before the scheduled date

Changing organization type does not change existing plan limits

  • If you switch from Commercial to NGO, you still need to request free access
  • Plan limits remain until free access is approved

Frequently Asked Questions

Can I change the currency after adding assets?

Yes, but existing cost values are not converted. The new currency symbol applies to all displays, but the numerical values remain the same. If you need to convert values, export assets, update costs manually, and re-import.

What happens if I change the organization slug?

The slug changes immediately. If future features use the slug in URLs or APIs, those links will update. Currently, the slug is primarily for identification and future-proofing.

Can I cancel an organization deletion?

Yes. If deletion is scheduled, a "Cancel Deletion" button appears in the Danger Zone. Click it to cancel the scheduled deletion. This works anytime before the 30-day deadline.

How long does free access approval take for non-profits?

Typically 3-5 business days. The UniAsset team reviews your justification and may request additional verification. You'll receive an email when approved.

Can Admins see financial settings?

Admins can view and change currency, country, and fiscal year settings. Only Owners can modify the organization name, slug, and type, or request deletion.

Need Help?

If you have questions not covered in this article, our support team is here to help.

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