Organization settings

Your organization is the company. Its settings describe you to the outside world: who you are on an invoice, what tax identity you trade under, how the platform looks to your customers, and who on your team can do what.

These are the settings that genuinely cannot differ between environments. Most of what the dashboard files under Organization is stored per workspace instead, and that distinction is covered in Settings.

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The company profile

Name, address, contact details and default currency and locale. This is what appears on documents your customers receive, so it is worth getting right before the first invoice rather than after.

Tax identity

Your own VAT identification and tax profile, which is separate from the tax rules you apply to customers. Rules decide what a customer is charged; the profile is who you are for tax purposes, and it is what makes reverse charge legible on an invoice.

Security

Two-factor requirements and session policy, organization-wide. Because they are organization-wide, tightening them in one workspace tightens them everywhere, which is the behaviour you want and worth knowing before you test it.

Branding

Logos, colours and sender identity, applied to invoices, the customer portal and outbound mail.

Team and access

Members, invitations and roles live here. Roles bundle permissions, and the dashboard lists exactly what each one grants, which is a better reference than any table we could keep in sync here.

The catalogued settings

Under Organization the dashboard also exposes a keyed settings store: invoicing behaviour, e-invoicing preferences, notification targets. Two things to know before you rely on it.

It is stored per workspace. Despite the name and the API path, these values live against the workspace you are in. Setting one in sandbox does not set it in live.

It accepts keys it does not know. The store does not reject an unrecognised key, so a typo is saved rather than refused, and then read by nothing. If a setting appears to have no effect, check the spelling before checking the behaviour.

Reference