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Organisation Settings (All Tabs Explained)

B
Written by Brayden Woods
Updated today

Organisation settings configure company-wide preferences.

Access

Settings → Organisation

(All users can view; only admins can edit certain sections)

1) General

Company info:

  • Company name
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  • Contact email/phone
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  • Company address (Places + GPS)

  • Branding (upload/view/delete organisation logo)

    • Logo may be used in reports (remove from reports before deletion where required)
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2) Default homepage:

  • Sets default landing page for users
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  • Users can override in their profile
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3) Unit preferences:

  • Total weight: kg or t
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  • Total volume: L or m³
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4) Billing integration:

  • Configure external billing systems (e.g. Xero)
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5) User Management (admin only)

  • View users, roles, and status
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  • Invite users and manage invitations
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  • Edit roles and remove users
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Roles:

  • admin
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  • operations_manager
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  • dispatcher
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  • driver
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6) Sites (admin only)

  • List all sites in the organisation
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  • Open site settings and view capabilities
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  • Sites are typically created by platform admins
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  • Archive instead of delete
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Best practices

  • Keep organisation contact details current
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  • Upload a professional logo for customer-facing reports
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  • Review user access regularly
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  • Set sensible homepage/unit defaults
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  • Configure billing integration if applicable

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