Master data of the organization

After this page, your organization has a display name, a default language, a default time zone, and, if you like, an industry, and the details for your invoices are complete. Each detail takes effect in a specific place in the portal, and each field names that place.

Steps#

1. Open Settings, choose the Organization tab, and there Company details (“Company name, address and tax number”).
2. Under Display name, enter the name of your organization. That is what it is called at the top of the sidebar as long as no logo is stored, and that is how it appears in the team.
3. Choose the Default language. It applies to all members who have not chosen a display language of their own.
4. Choose the Default time zone. To do so, type a place such as “Berlin” into Search time zone … and accept the match. The hint line says why it matters: “Basis for schedules and dates for all members.”
5. Under Industry, choose the industry of your organization or None. The hint line says what it does: “The store shows apps for your industry first. Without one, it orders apps the same for everyone.” With an industry, you also see the collections that apply to it in the store.
6. The Legal name field takes the company name as it appears in the commercial register and on invoices.
7. Enter the VAT ID if your organization has one: “Without one we bill with VAT. Leave empty if you do not have a VAT ID.”
8. Fill in the Billing address card: Street and number, Postal code, City, State or region (“Optional — only needed where the postal service requires it.”), and Country. The hint for it says: “Drives tax calculation; inside the EU together with the VAT ID.”
9. Click Save. The message Saved appears.

The Short name field is at the end of the form and cannot be edited. Below the form, it says when the details were last changed. Last changed … by our team means that platform operations made the change for you.

Options#

What the short name is#

The short name is a short identifier made of lowercase letters, digits, and hyphens. It is created from the name of the organization when you set the organization up, is unique across the platform, and cannot be changed in the portal. You do not need it to sign in, because signing in starts with your email address. You encounter it in two places: Under Settings › Organization › Danger zone, you type it exactly to confirm deleting the organization, and the display command Identify shows it on the display.

Master data and your own profile#

Master data is the information for the whole organization and takes effect for all members. Your own name, your sign-in address, and your personal time zone, by contrast, are under Settings › My account › Profile and need no special permission. A member who chooses “Vienna” there sees appointments in Vienna time, while the schedules of the organization keep running in the default time zone.

Check the result#

• The display name appears at the top of the sidebar unless a logo is stored.
• On the Dashboard, the setup step Complete the organization profile counts as done. Its reason: “Address and legal name appear on every invoice.”
• The legal name, the VAT ID, and the billing address appear on the next invoice. The tax depends on the country.
• With an industry, the apps of that industry appear first in the recommended order of the store.

If something goes wrong#

Related#

• Invoice profile, VAT ID, and tax
• Day windows, midnight, and time zones
• Cancel the contract or delete the organization