Organizations

An organisation is your workspace. Every project, quote, customer, product, invoice and file belongs to exactly one organisation, and members, roles and billing are set per organisation. Nothing is shared between organisations.

Creating one

Any signed in account without an organisation is taken to a create or join screen. Creating one runs a six step wizard covering identity, regional settings, contact details, business address, branding and which modules to trial. The founder becomes Owner automatically, and a 14 day trial with every module on is started.

You can create more than one organisation, and you can belong to organisations created by other people.

Switching between organisations

If you belong to several, switch from the organisation switcher in the sidebar. The app remembers which one you were last in, so you come back where you left off. Your role, capabilities and modules can be different in each one.

Settings

Organisation settings live under Settings and need either the Owner role or a role with the settings capability.

General holds your identity and legal details: name, URL slug, description, website, contact email and phone, and trade. Below that sit legal name, VAT number, chamber of commerce number, tax label and default rate, default deposit percentage, payment terms in days, and bank details. That block is what makes your invoices compliant, so fill it in before you issue one. Bank details are encrypted at rest.

Address holds your visiting address and, if it differs, a separate mailing address. Both appear on client documents.

Branding holds the logo shown on quotes, proposals and the client offer page, a square icon used in the organisation switcher, your brand colour used in PDF exports and the client portal, a footer line printed on every quote PDF, and a terms of service PDF linked at the bottom of every client offer. Custom branding on client documents is part of Platform Pro; without it documents carry Avitly branding.

Preferences holds the settings that shape day to day work: currency, number and date format, 24 or 12 hour time, metric or imperial units, numbering schemes for quotes, orders, invoices, projects, tickets and RMAs, default cable excess for floor plan cable runs, the booking types used in crew planning, and your project phases. The AI assistant switch is here too, including whether it may edit or delete.

Members manages people and roles, Billing manages seats and payment, and Integrations manages API keys. Each has its own page in this section.

Deleting an organisation

Only the Owner can delete an organisation. It is at the bottom of Settings, General, behind a confirmation that makes you type the organisation name. It permanently removes projects, quotes, customers and members. There is no undo and no self-serve restore, so export or copy anything you need first.

Leaving one

To stop working in an organisation you do not own, ask someone with the members capability to remove you. Removing a member frees their seat and updates the subscription.