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The organization settings page, covering general details, company information, social links, finance defaults, email addresses, export formats, lifecycles, logo, colors and brand images.
Organization settings live at /{orgSlug}/settings, under Organization, Account, Settings in the sidebar. One page holds every organization-wide default, in sections you save one at a time.
The organization's AI settings have their own page at /{orgSlug}/ai/settings. See Chat.
Settings belong to the organization, not to a team or a user. Teams are collaboration groups and do not carry their own finance or inbox defaults.
Logos and brand images are stored as uploaded files and shown wherever the organization appears, such as the sidebar, quote and invoice documents, emails and the customer portal.
Name, slug and website. Changing the slug changes every URL of the organization, and old links stop working.
Address, Chamber of Commerce (KVK) number, VAT number (BTW), IBAN and phone. These details are printed on invoices and official correspondence.
Facebook, Instagram, LinkedIn, X and YouTube links. They are shown to users in the portal.
| Setting | Purpose |
|---|---|
| Base currency | The currency for quotes, invoices and reports. |
| Default hourly rate | Used for time and labor lines. |
| Quote validity days | How long a new quote stays valid. |
| Fiscal year start | The month and day the fiscal year starts. |
| Task, quote and invoice number prefix | The prefix of each document number. |
| Invoice number format | The pattern for invoice numbers. |
| VAT rates | The rates available on documents. Exactly one rate is the default. |
The Inbox address, the Forwarding address and the Reply-to address that the Inbox uses for customer email.
Operating country, default export format (CSV or Excel workbook) and export date format (ISO or Localized).
The lifecycle used for invoices, quotes, tasks, orders, purchase orders and shipments. Each one uses the Platform default unless you choose another lifecycle.
| Item | Rules |
|---|---|
| Logo | PNG, JPEG or WebP, up to 5 MB. |
| Primary color | Hex color. |
| Secondary color | Hex color. |
| Brand images | PNG, JPEG or WebP, up to 8 MB each. |
Organizations have a primary and a secondary color only. Each uploaded image is stored once, and the app resizes it when it is shown.
The last section has Transfer ownership and Delete organization. See Organizations.
When you leave the KVK or VAT number field, CentraKit looks the number up in the official registry (KvK for KVK numbers, VIES for VAT numbers) and shows Verified or Not found next to the field. The check never blocks saving.
| Permission | Allows |
|---|---|
organization.general.update | Open and edit the settings page, including branding. |
organization.branding.manage | Upload and remove the logo and brand images through the API. |
organization.general.transfer-ownership | Transfer ownership. |
organization.general.delete | Delete the organization. |
The assistant can read the organization and propose changes to its settings. Every change asks for approval first. See Chat.
| Method and path | Purpose |
|---|---|
GET /api/v1/organizations/{organizationId} | Read the organization with its settings. |
PATCH /api/v1/organizations/{organizationId} | Update settings. |
POST /api/v1/organizations/{organizationId}/branding/logo | Upload the logo. |
DELETE /api/v1/organizations/{organizationId}/branding/logo | Remove the logo. |
POST /api/v1/organizations/{organizationId}/branding/brand-images | Upload a brand image. |
DELETE /api/v1/organizations/{organizationId}/branding/brand-images/{brandImageId} | Remove a brand image. |
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