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Settings

The Organization Settings page (labelled Admin in the sidebar) is where admins configure company details, manage billing, and import existing data.

Organization Settings page showing the Organization, Billing, and Import tabs

Organization

  • Organization name, logo, and branding.
  • Address details (street, city, country).
  • Contact number and GST number.
  • Default tax rate— Applied to new invoices (defaults to 15% NZ GST).

Billing

  • View plan status and current seat count.
  • Manage subscription via the Stripe customer portal.
  • Review payment history.

Import

Bulk-import companies, projects, staff, and other records from CSV files.

To invite new staff, head to the Employees page — invitations are managed there, not in Settings. The Settings page is admin-only; managers and staff can't access it.