How to configure your organization settings
Your organization profile is captured at registration. This is where you change it.
Requirements
- Available on: All plans
- Roles: Owner, Admin. Some sections, including organization deletion and the nonprofit request, are Owner-only.
Where to find it
Settings → Organization.
Organization details
| Setting | Notes |
|---|---|
| Organization Name | How your organization is named throughout the product |
| Organization Slug | The URL identifier. Unique platform-wide. |
| Organization Type | Commercial, NGO, non-profit, religious, or educational |
| Industry | Set at registration; drives demo data generation |
| Website and Phone | Contact details |
Tip Setting the organization type to NGO, non-profit, or religious reveals the nonprofit pricing request for Owners.
Financial settings
| Setting | Notes |
|---|---|
| Country | Also determines which payment provider handles your billing |
| Currency | Defaulted from your country. Used throughout reports and cost figures. |
| Financial Year Start | Defaulted from your country — April for India and the UK, July for Australia, October for the US federal year, January otherwise |
These affect every financial figure in the product, so set them before you start recording purchase costs.
Demo data
If you opted into demo data at registration, your organization holds a realistic starter set matched to your declared industry — categories, locations, departments, people, and assets with plausible costs and maintenance history.
Every generated record is flagged as demo data, so Delete Demo Data removes everything demo and nothing else. Demo assets are also excluded from storage accounting.
Important Clear demo data before you start adding real assets. Mixed real and demo records make every report misleading.
Organization deletion
The deletion controls are at the bottom of this page, Owner-only. See How to delete your organization — deletion has a 30-day recoverable grace period.
Common mistakes
Changing currency after recording costs. Currency changes how figures are displayed; it does not convert amounts already recorded. Set it before you start.
Leaving the financial year at the default when it does not match your reporting. Depreciation and year-end reporting run against it.
Adding real assets alongside demo data. Delete the demo set first.
Troubleshooting
I can't reach Settings → Organization. It needs Owner or Admin.
The deletion section isn't visible. It is Owner-only.
The nonprofit request isn't showing. It appears for Owners when the organization type is NGO, non-profit, or religious.
My slug is not the one I wanted. Slugs are unique platform-wide, so a taken slug is given a suffix.
Demo data is still visible after deleting it. Reload the page. If specific records remain, they may have been edited into real records — the deletion only removes records still flagged as demo.
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