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Details (Settings)

How to set up and brand your organization in Salestrekker

Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Settings

Once your organization is created, if your account has admin access, you can set up/change basic organization details, organization appearance and organization owner account.

Organization Details

These include:

  1. Name of the organization (can only be added/changed by the Organization Owner)

  2. Prefix and phone number (can be used for direct SMS)

  3. ABN / NZBN

  4. Currency (selection here will apply to all currency fields in org)

  5. GST/VAT rate

  6. Time units (will default to minutes)

  7. Time zone (will use selected time zone for every time stamp in org)

  8. Date format (non-editable for any user - default will be DD/MM/YYYY for all)

  9. Time format (non-editable for any user - default will be AM/PM for all)

Organization location

You can add your company office address here.

Best practice is to try and search the address via the first search field and select it from the drop down results list.

If the address cannot be found via search, please enter the full address manually.

At minimum, the address needs to have:

  • Country

  • Street number

  • Street name

  • State

  • Suburb/Town

  • Postal code

If you are searching for a non AU/NZ address, you will first select the country from it's drop down field and then perform the search.

PO BOX addresses are not supported for Organization address.

Organization professional licenses

Here you can also add any organization wide (business) licenses.

If you are using the aggregator (enterprise) version of Salestrekker, this is where your aggregator licenses will most commonly be added.

Every part of the license can be merged on your documents and emails.

Organization appearance

You can also add your organization logo and set the organization theme color.

For logo, please use a .png file with transparent background, horizontal 6:1 ratio.

Here is how you can adjust your logo to be added to your organization branding.

The custom URL cannot be changed.

Organization owner

This last section of the org details will only be visible to the current Organization Owner account.

From the "Owner" drop down field, they can choose a different account to take over the full org ownership.

Jump to our Organization Owner article to find out more.

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