Overview
The Organisation Settings under the Plan & Organisation Settings tab in Account Settings allows you to manage your organisation's core business information, contact details, and privacy settings. Keeping this information accurate ensures smooth communication and compliance across the platform.
Accessing Organisation Details
1. Log into your ComplyFlow account.
2. Select your profile icon (top-right corner) > Account Settings.
3. Select the Plan & Organisation Settings tab in the Account Settings section.
Organisation Name & Trade Name
Your organisation's legal name and trade name are displayed here. These were set during registration but can be updated by users with Organisation Read/Write permissions.
Organisation Name – Your full legal company name (appears on reports and documents)
Trade Name – Your business trading name (used for day-to-day identification)
Updating Organisation Details
1. Navigate to the Organisation Settings.
2. Update the fields you wish to change.
3. Select Save Settings to save your changes.
Note: Some fields (such as Organisation Name) may require contacting ComplyFlow support to change, as they appear on official documents and reports.
Related Articles
Organisation Account Settings – Menu Settings configuration
Organisation & User Setup Guide – Initial organisation setup during registration