Organization Setup
The organization profile is the root of your Vruksha ERP tenant. Every user, project, partnership, and document belongs to one organization, and several settings here — currency, timezone — affect how data is displayed and recorded across the whole system. Keeping this profile accurate is one of the first things an administrator should do.
Where to find it: Settings → Organization.
:::note Who can edit this Editing the organization profile is an organization-wide action, so the org role governs access here — there is no subproject override. The Admin role can edit all of it. See the RBAC matrix. :::
Editing the organization profile
Open Settings → Organization, change the fields you need, and save. As with all forms in Vruksha, validation runs only when you submit — not while you type — and the first invalid field is focused with an inline error message.
Profile fields
| Field | Required | Notes |
|---|---|---|
| Organization name | Yes | 2–255 characters. The display name used throughout the app and in invitation emails. |
| Tax ID (PAN / GSTIN) | No | Up to 100 characters. |
| Business type | No | Up to 100 characters (e.g. Private Limited, Partnership Firm, LLP). |
| Industry | No | Up to 100 characters (e.g. Real Estate). |
| Company size | No | One of 1-10, 11-50, 51-200, 201-500, 501-1000, 1000+. |
| Established year | No | A four-digit year between 1800 and the current year. Cannot be in the future. |
| Timezone | No | IANA timezone string (e.g. Asia/Kolkata). Defaults to UTC. Affects how timestamps are shown. |
| Currency | No | 3–10 character currency code (e.g. INR). Defaults to INR. Affects how money is displayed. |
| No | A valid organization contact email. | |
| Phone | No | International format, e.g. +91 80 12345678. |
| Website | No | A valid URL, e.g. https://vruksha.com. |
Address fields
| Field | Required | Notes |
|---|---|---|
| Street address | No | Up to 500 characters. |
| City | No | Up to 100 characters. |
| State / Province | No | Up to 100 characters. |
| Postal / ZIP code | No | Up to 20 characters. |
| Country | No | Up to 100 characters. |
Only the organization name is mandatory; every other field is optional but recommended, because the address, tax ID, and contact details appear on generated documents.
Organization logo
You can upload a logo for the organization. The logo appears in the application header and is included in some generated documents and emails. Use a square image where possible for the cleanest result. Uploading a new logo replaces the previous one.
Notification email toggle
The organization profile includes a notification email switch (notificationEmailEnabled). When on, the system is allowed to send transactional/notification emails for organization events. When off, those emails are suppressed at the organization level. This is a global switch — individual notification preferences and channels are described in the notification system documentation.
Leave notification email enabled in production so users receive invitations, password-reset links, and important alerts. Turn it off only for test or staging tenants where you do not want real email going out.
Managing organization documents
Organization-level documents (registration certificates, GST certificates, partnership deeds, and similar) are stored centrally and can be uploaded, viewed, and replaced from the organization area. Supported file types and the 10 MB per-file limit match the rest of the platform (PDF, JPG, PNG, DOC, DOCX, XLS, XLSX, DWG). Uploads to sensitive document areas are recorded in the audit trail.
Organization statistics
The organization page also surfaces a few read-only statistics that give you a quick health check of the tenant:
| Statistic | What it counts |
|---|---|
| Total users | All users in the organization. |
| Active users | Users currently in the ACTIVE status. |
| Total projects | Projects created in the organization. |
| Total subprojects | Subprojects across all projects. |
These figures are calculated live — there is nothing to configure. They are useful when you are deciding, for example, whether your company-size setting still matches reality, or how many seats are in active use.
What changes when you save
- Currency and timezone changes affect how amounts and timestamps are displayed going forward; they do not retroactively re-record historical values.
- Profile edits are captured in the audit log, so there is a record of who changed what and when.
Related pages
- Naming Conventions — the next setup step.
- Users & Roles — invite people once the organization is set up.
- Reference Data — master data that projects and stock depend on.