Business Information
Maintain the business details that identify your organization on documents and in the workspace.
#Purpose
Keep accurate business information for professional, correct documents.
#When to use this
At setup and whenever your business details change.
#At a glance
| Detail | Value |
|---|---|
| Required permissions | Manage-organization (CEO or admin) |
| Administrator level | CEO / Admin |
| Portal areas used | Organization, Settings |
#Step by step
1
Open organization profile
Go to Settings and open your organization profile.
2
Update business information
Edit the business details.
3
Save
Apply the changes.
#Approval points
No formal approval gate
This administrative action does not require a separate sign-off, but review carefully before applying changes.
#Security notes
Security considerations
- Business information can appear on client documents — keep it accurate and appropriate.
#Best practices
- Keep details current.
- Review before sending client documents.
#Common mistakes
- Outdated business details on invoices or proposals.
#Troubleshooting
| If this happens | Try this |
|---|---|
| Details are wrong on a document | Update the organization profile and regenerate the document. |
#FAQ
Does this affect my invoices to clients?
Yes — accurate business information keeps client documents correct.
#Keep exploring
#Related admin guides
#Business modules & workflows
Getting Started
Initial setup.
Platform Overview
How the OS fits together.
Knowledge Base
Task-level how-tos.
Business Workflows
End-to-end processes.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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