> ## Documentation Index
> Fetch the complete documentation index at: https://orgo.space/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Organization Info

> Your name, contact details, legal info, currency, and social links — the identity card for your entire platform.

This is your organization's identity card. Everything here — name, country, contact info, financial details — flows into invoices, emails, registration pages, and the mobile app. Set this up first, before inviting members.

**Settings → Organization → Organization Info**

<img src="https://mintcdn.com/orgo-dc7abe63/cmshtb5BOtVAsAaF/images/platform/organisation/org-info-basic-details.png?fit=max&auto=format&n=cmshtb5BOtVAsAaF&q=85&s=bfa6ae5b512bbc2327fde47e18e97c33" alt="Organization info form with name, country, and details" style={{ width: "100%", borderRadius: "8px", border: "1px solid var(--border-color)", marginBottom: "1rem" }} width="1638" height="852" data-path="images/platform/organisation/org-info-basic-details.png" />

<Note>
  Requires **Tenant Admin** permissions.
</Note>

***

## Setting up your organization

<Steps>
  <Step title="Fill in basic details">
    Enter your **Organization Name** (required) — this is the display name shown in the sidebar, emails, and public pages. Add a **Short Name** for mobile headers and compact UI areas. Select your **Country** and **Timezone** to set regional defaults for date/time formatting. Toggle **Is international** if you operate across multiple countries.
  </Step>

  <Step title="Choose the default language">
    Select the platform language for new members and public pages. Available: English, French, German, Italian, Portuguese, Romanian, Slovak, Ukrainian, Bulgarian, Dutch, Spanish. Members can change their own language later.
  </Step>

  <Step title="Add contact information">
    Enter your **Office Email** (required — used in automated communications), **Office Phone** (select country code first), and **Office Address**. Add your **Privacy/GDPR URL** and **Terms of Service URL** — both are shown during registration and must be publicly accessible.
  </Step>

  <Step title="Add social media links">
    Paste the full URL for each platform you use: Facebook, X.com, YouTube, LinkedIn, Instagram, TikTok. Leave unused fields blank. These appear on your organization's public profile.
  </Step>

  <Step title="Configure financial details">
    Select your **Currency** (the symbol auto-fills). Add your **Legal Name**, **Registration Number**, and **VAT Number** for invoices and receipts. Enter your bank **IBAN** for your primary currency, plus optional IBANs for EUR, USD, and CHF to accept multi-currency transfers.
  </Step>

  <Step title="Save">
    Click the **Save** button in the sticky panel on the right. It follows you as you scroll — hit it when you're done.
  </Step>
</Steps>

***

## Basic details

<CardGroup cols={2}>
  <Card title="Name & Short Name" icon="text">
    **Name** is your display name (required). **Short Name** is the abbreviated version for mobile headers and compact UI.
  </Card>

  <Card title="Country & Timezone" icon="globe">
    Sets regional defaults and how dates/times display. Toggle **Is international** if you operate across multiple countries.
  </Card>
</CardGroup>

<Tip>
  Your workspace identifier appears as a badge next to the save button (e.g., `myorg-42`). The slug is auto-generated from your organization name and is used in URLs.
</Tip>

***

## Contact information

<img src="https://mintcdn.com/orgo-dc7abe63/cmshtb5BOtVAsAaF/images/platform/organisation/org-info-contact.png?fit=max&auto=format&n=cmshtb5BOtVAsAaF&q=85&s=bab9657867ab822dc1265bb069e01b98" alt="Contact information card with office email, phone, and address fields" width="1638" height="454" data-path="images/platform/organisation/org-info-contact.png" />

| Field                    | Details                                                                                      |
| ------------------------ | -------------------------------------------------------------------------------------------- |
| **Office Email**         | Required. Used in automated emails and shown in platform communications                      |
| **Office Phone**         | Select country code first, then enter the number. The input activates after selecting a code |
| **Office Address**       | Your physical office location — shown on invoices and public profile                         |
| **Privacy/GDPR URL**     | Link to your privacy policy. Shown during registration                                       |
| **Terms of Service URL** | Link to your terms. Shown during registration                                                |

***

## Social media

<img src="https://mintcdn.com/orgo-dc7abe63/cmshtb5BOtVAsAaF/images/platform/organisation/org-info-social-media.png?fit=max&auto=format&n=cmshtb5BOtVAsAaF&q=85&s=73f2d118fc7187862bbfcc0072086e01" alt="Social media URLs card with fields for Facebook, X.com, Youtube, LinkedIn, Instagram, and TikTok" width="1638" height="1334" data-path="images/platform/organisation/org-info-social-media.png" />

Paste the full URL for each platform you use. Leave the rest blank. These appear on your organization's public profile and in the footer of some email templates.

| Platform      | URL format                             |
| ------------- | -------------------------------------- |
| **Facebook**  | `https://facebook.com/yourorg`         |
| **X.com**     | `https://x.com/yourorg`                |
| **YouTube**   | `https://youtube.com/@yourorg`         |
| **LinkedIn**  | `https://linkedin.com/company/yourorg` |
| **Instagram** | `https://instagram.com/yourorg`        |
| **TikTok**    | `https://tiktok.com/@yourorg`          |

***

## Financial details

<img src="https://mintcdn.com/orgo-dc7abe63/cmshtb5BOtVAsAaF/images/platform/organisation/org-info-financial.png?fit=max&auto=format&n=cmshtb5BOtVAsAaF&q=85&s=7f3d30711031f06dec27808f48f250da" alt="Financial details card with currency, legal name, registration number, VAT, and IBAN fields" width="1638" height="1396" data-path="images/platform/organisation/org-info-financial.png" />

<CardGroup cols={2}>
  <Card title="Currency & Legal" icon="building-columns">
    **Currency** auto-fills the symbol. Add your **Legal Name**, **Registration Number**, and **VAT Number** for invoices and receipts.
  </Card>

  <Card title="Bank IBANs" icon="money-bill-transfer">
    One IBAN field for your primary currency, plus optional fields for **EUR**, **USD**, and **CHF** to accept multi-currency transfers.
  </Card>
</CardGroup>

<Warning>
  Get these right before enabling payments or membership fees — they appear on every invoice and donation receipt. Changing financial details later doesn't update already-generated documents.
</Warning>

***

## Saving

<img src="https://mintcdn.com/orgo-dc7abe63/cmshtb5BOtVAsAaF/images/platform/organisation/org-info-save-button.png?fit=max&auto=format&n=cmshtb5BOtVAsAaF&q=85&s=ac3bbea5f5089c5552112914628292bc" alt="Save button with organization name and slug identifier" width="1928" height="186" data-path="images/platform/organisation/org-info-save-button.png" />

The **Save** button sits in a sticky panel on the right — it follows you as you scroll. **Name** and **Office Email** are required — the save will fail if either is empty.

***

## Real-world example

> **Scenario**: A French-German bilingual non-profit based in Switzerland, launching Orgo for 1,200 members.

1. **Name**: "Association Pro Nature Suisse" / **Short Name**: "APN"
2. **Country**: Switzerland / **Timezone**: Europe/Zurich / **Is international**: No
3. **Default language**: French (60% of members are French-speaking)
4. **Office Email**: [contact@apn.ch](mailto:contact@apn.ch) / **Phone**: +41 31 xxx xx xx
5. **Privacy URL**: `https://example-ngo.ch/privacy` / **Terms URL**: `https://example-ngo.ch/terms`
6. **Social**: Facebook and Instagram URLs filled in, others left blank
7. **Currency**: CHF (Swiss Franc) / **Legal Name**: "Association Pro Nature Suisse" / **VAT**: CHE-xxx.xxx.xxx
8. **IBANs**: Primary CHF IBAN + EUR IBAN for cross-border donations

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Phone number field is disabled">
    Select a country code from the dropdown first. The phone input activates once a country is selected.
  </Accordion>

  <Accordion title="Currency symbol didn't update">
    It auto-updates when you change the currency dropdown. You can manually override it in the **Symbol** field if needed.
  </Accordion>

  <Accordion title="Changes aren't saving">
    **Name** and **Office Email** are required. Make sure both are filled in. Check that your email is in a valid format and that URLs use `https://`.
  </Accordion>

  <Accordion title="Missing IBAN fields for certain currencies">
    IBAN fields appear dynamically: one for your primary currency, plus EUR, USD, and CHF. If you need additional currency IBANs, change your primary currency to see the corresponding field.
  </Accordion>
</AccordionGroup>

***

## Related

* [Branding](/platform/organisation/branding) — Visual customization (logo, login background)
* [Modules](/platform/organisation/modules) — Enable/disable platform features
* [Languages](/platform/customization/languages) — Multi-language support beyond the default
