Organization Setup

Learn how to configure your organization in Taskr for optimal team collaboration and data management.

Understanding Organizations

The Organization Hierarchy

Organization (Your Business)
    ├── Team 1 (e.g., Sydney Branch)
    │     ├── Member A (Admin)
    │     ├── Member B (Member)
    │     └── Member C (Member)
    │
    └── Team 2 (e.g., Melbourne Office)
          ├── Member D (Admin)
          └── Member E (Member)

Key Concepts

Term	Description
Organization	Your company or business entity. All data belongs to the organization.
Team	A division within your organization. Teams can share or separate data.
Member	An individual user. Can belong to multiple teams.
Owner	Has full control of the organization, including billing and deletion.
Admin	Can manage settings and users but cannot delete the organization.

Accessing Organization Settings

Navigate to Settings > Organization or
Click Settings in sidebar → Organization in sub-menu
Or use the organization dropdown → Organization Settings

Basic Organization Information

Company Details

Configure your basic company information:

Field	Description	Example
Organization Name	Your company’s legal or trading name	”Acme Fire Services Pty Ltd”
Organization Slug	URL-friendly identifier (auto-generated)	“acme-fire-services”
Industry	Your business sector	”Fire Safety & Compliance”
Website	Company website URL	”https://acmefire.com.au”

Contact Information

Field	Purpose
Business Email	Primary contact for organization matters
Phone Number	Main business phone
Address	Registered business address

Branding

Upload your organization assets:

Logo: Displayed in reports, invoices, and the portal
- Recommended size: 400x400px
- Formats: PNG, JPG, SVG
- Keep file size under 2MB
Favicon: Browser tab icon
- Size: 32x32px or 16x16px
- Format: PNG or ICO

Team Configuration

Creating Teams

Go to Settings > Organization
Find the Teams section
Click Create Team
Enter team details:
- Team Name: Descriptive name (e.g., “Sydney Operations”)
- Team Slug: URL-friendly identifier
- Description: Optional team purpose

Team Settings

Each team can have its own configuration:

Setting	Description
Time Zone	Default time zone for team schedules
Working Hours	Standard business hours
Notification Defaults	Default notification settings for members

When to Use Multiple Teams

Use multiple teams when:

✅ You have multiple branches or locations
✅ Different departments need separate data views
✅ You want to track performance by team
✅ Different groups have different access needs

Use a single team when:

✅ Small team with shared responsibilities
✅ Everyone needs to see all data
✅ Simple organizational structure

User Roles and Permissions

Role Definitions

Role	Capabilities
Owner	Full control including billing, deletion, and all admin functions
Admin	Manage settings, users, teams; cannot delete organization or change billing
Member	Standard access to assigned features; cannot manage organization settings

Permission Matrix

Action	Owner	Admin	Member
View organization data	✅	✅	✅
Create/edit records	✅	✅	✅
Delete records	✅	✅	Limited
Invite team members	✅	✅	❌
Remove team members	✅	✅	❌
Edit organization settings	✅	✅	❌
Manage billing	✅	❌	❌
Delete organization	✅	❌	❌

Assigning Roles

Go to Settings > Team Members
Find the user you want to modify
Click the role dropdown
Select the new role
Confirm the change

Business Settings

Section	What to Configure
Legal Details	ABN/ACN, legal entity name, registration details
Banking	Bank account details for invoicing
Tax Settings	GST registration, tax rates
Trading Terms	Default payment terms, late fees

Invoice Configuration

Set up your invoicing defaults:

Invoice Prefix: e.g., “INV-” or “ACME-”
Starting Number: Where invoice numbering begins
Default Payment Terms: Days until payment due
Bank Details: Displayed on invoices
Terms & Conditions: Standard legal text

Quote Configuration

Configure your quoting system:

Quote Prefix: e.g., “QT-” or “QUOTE-”
Validity Period: How long quotes remain valid
Default Terms: Standard quote conditions

Data Management

Data Isolation

By default, teams share organization data. To restrict data:

Use team assignments: Assign records to specific teams
Configure visibility: Set which teams can see shared data
Use projects: Group related work by team

Sandbox Organizations

For testing without affecting production data:

Create a sandbox: Duplicate your organization for testing
Visual indicator: Sandbox orgs show a yellow border
Safe experimentation: Test workflows without real consequences
Reset anytime: Delete sandbox data when done

Integration Settings

Connected Apps

Configure third-party integrations:

Integration	Purpose
QuickBooks	Accounting sync
Xero	Accounting sync
Bank Feeds	Transaction import
Linear	Project management

To connect an app:

Go to Settings > Apps & Integrations
Find the app you want to connect
Click Connect
Follow the authentication flow
Configure sync settings

API Access

For developer integrations:

Go to Settings > Developer
Generate an API Key
Note your Organization ID
Review API documentation

Best Practices