Skip to navigation

Organization Settings

The Organization Details page holds the information IBEE uses to identify your organization and to prepare billing documents: the organization name, type, legal name, billing address, and tax information. You enter these details when you create the organization and can update most of them later.

Open Organization Details

In the portal sidebar, click Organization Details under Organization. The page is available from the Workspaces page and from inside any workspace.

Who can view and edit

RoleAccess
Admin (including the primary owner)View and edit
Technical, CollaboratorView only
BillingNot available — Billing members see only billing pages

See Team members & access roles.

What the page shows

FieldNotes
Organization IDUnique ID of the organization. Cannot be changed.
Organization NameThe nickname shown in your organization list and switcher
Organization TypeBusiness or Individual
CurrencySet automatically from the billing country. Cannot be edited here.
Legal Business Name / Full NameThe name printed on invoices — the legal entity name for a Business, your full name for an Individual
Business Address / Personal AddressThe billing address used on invoices
Tax InformationGST, VAT, or sales tax number used on billing documents

Edit organization details

1

Start editing

On Organization Details, click Edit.

2

Update the fields

Change the organization name, organization type, legal name, address, or tax information as needed. The organization ID and currency stay read-only.

3

Add or update tax information

Under Tax Information, choose the tax type — GST, VAT, or Sales Tax — and enter your number. For GST, the portal verifies the GSTIN against government records and flags a mismatch between the registered company name and the name on your organization.

4

Save

Click Save. Click Cancel to discard your changes.