Organisation Management
Everything outside of financial data and forecasting lives in organisation management. This section covers how to configure your organisation, manage the people who access it, and handle billing.
What's covered here
| Page | What you can do |
|---|---|
| Teams & Permissions | Invite users, assign roles, and control who sees what |
| Entities | Add, edit, and manage the legal companies in your organisation |
| Organisation Settings | Rename the organisation, set VAT number, configure consolidation |
| Billing | View and change your subscription plan and payment details |
Navigation
Organisation management settings are grouped in the sidebar:
- Entities — Add, edit, and manage your legal companies
- Teams — Invite users and manage access control (under More)
- Organisation Settings — Configure your organisation metadata and consolidation (under More, or via the gear icon)
- Billing — View and manage your subscription (under More)
- Integrations — Connect your accounting software (under More)
These pages are accessible based on your role. Organisation-level roles (like Organisation administrator) have access to all settings. Entity-level roles may have limited access depending on your permissions.