Org profile
Open Org in the primary nav (/orgs/{orgId}/org) to maintain the firm’s own profile — the CA organisation, not a client account.
Sections
Depending on permissions, you can view or edit:
- Basic details — name and core identity
- Legal — registration / legal fields
- Addresses — registered and other addresses
- Bank — bank details used in billing contexts
- Attachments — supporting documents
Deep links from Org profile may also point to notification settings.
Tips
- Complete legal and bank details before heavy invoice use.
- Members often have read-only basic details; full edit is typically Admin.
Who can do this
| Action | Admin | Member |
|---|---|---|
| View org profile | Yes | Often basic read only |
| Edit legal / bank / addresses | Yes (typical) | Only if granted |
Open in CARA: Open Org profile
Next: Policy.