What you'll achieve
You will maintain the organisation's identity, regional settings and physical locations so records, reports and supplier-facing information use the right context.
Who this is for
This guide is for an Organisation Administrator with the permission or assigned action described below. If the navigation or action is missing, check the selected organisation, effective account level, feature state and role before assuming the product is unavailable.
Before you start
Check that you have:
- The approved legal or trading name and contact details.
- The correct time zone, date format, currency and language.
- Verified addresses and the agreed primary location.
- A decision about which locations may appear on a supplier profile.
1. Update general information
Open Settings > Organisation > General. Review name, slug, general contact details and description. Treat a slug change as a link-impacting change and check availability before saving.
2. Set regional defaults
Confirm time zone, date format, currency and language. These settings affect how people interpret deadlines, money and dates; use organisation-wide conventions rather than personal preference.
3. Open the locations catalogue
Choose Locations. Review the list or map and identify duplicates, inactive records and the current primary location.
4. Add or edit a location
Use Add Location or Edit location. Enter the verified address, set active status, and mark a primary location only when it is the organisation's agreed primary site.
5. Control supplier-profile visibility
Enable supplier-profile inclusion only for a location the organisation has approved for external disclosure. A valid internal address is not automatically public information.
6. Check dependent views
After saving, reopen the organisation summary and any relevant supplier profile or location-aware report to confirm the expected name and location are used.
Check it worked
- General information reloads with the saved values.
- Exactly one intended primary location is identifiable.
- Inactive or duplicate locations are not presented as current.
- Only approved locations are marked for supplier-profile use.
If something goes wrong
| What you see | What to do |
|---|---|
| The slug is unavailable | Choose a different approved slug; do not mimic another organisation. |
| A location cannot be deleted | Check whether it is primary or referenced. Deactivate or reassign dependencies before deletion. |
| A public profile shows the wrong place | Remove supplier-profile inclusion, verify the record, then republish through the governed profile process. |
| Dates appear wrong | Check the organisation time zone and date format, then confirm the user's browser context. |
Human judgement, security and privacy
Organisation identity and location data can be personal, commercial or security-sensitive. Publish only what is necessary and approved.
What's next
Add profile and location ownership to your periodic organisation-data review.
Need help?
Use your organisation's approved Backstory support route. Include the organisation, page and action that failed, but do not include passwords, invitation links, secret keys or unnecessary personal or confidential content.