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Initial organisation setup

Set up the organisation-level information that Perslace will use before you add people, connect data, or configure commissions.

For: Admin and Primary Admin

Prerequisites

Section titled “Prerequisites”
  • Approved company name, website, industry, company size, and head-office location
  • Base currency confirmed by Finance
  • Fiscal-year starting month confirmed by Finance
  • An approved data-refresh requirement
  • Authority to manage organisation settings

Configure the organisation

Section titled “Configure the organisation”

  1. Open Settings > Organisation Profile.

  2. Review Company Name, Website URL, Industry, Company Size, and HQ Location. Use only approved company information.

  3. Review Base Currency with Finance.

  4. Select the first month of the fiscal year.

    Confirm the choice with Finance. The downstream effects of changing the fiscal-year setting have not yet been verified.

  5. Choose the approved automatic data-refresh interval.

    The reviewed interface offered every 10, 15, or 30 minutes and every 1, 6, or 24 hours. Active webhooks may also update data in real time.

  6. Save the profile using the control displayed on the page.

  7. Open Employees and review Branches, User Groups, and Org Chart. Record any structure work that remains and assign an owner.

    Perslace Employees area used to review organisational structure

  8. Review SSO & Security, Action Lock Protection, and Access Control, but do not enable them without an approved access and security design.

  9. Leave the Delete workspace danger zone untouched during onboarding.

Expected result

Section titled “Expected result”

The organisation profile, fiscal-year start, and refresh preference match approved information. Remaining structure, security, and data tasks have named owners.

Important notes

Section titled “Important notes”
  • Treat Base Currency as a registration decision.
  • A scheduled interval is not the only source of fresh data when webhooks are active.
  • Deleting a workspace is high impact. Reversibility and recovery behaviour have not been verified.
  • Use formal change approval for settings that affect periods, access, or refresh timing.

Troubleshooting

Section titled “Troubleshooting”

Base Currency cannot be edited

Section titled “Base Currency cannot be edited”

This is expected after registration in the reviewed workspace. Do not attempt a workaround. Contact Perslace Support if the registered currency is wrong.

The profile will not save

Section titled “The profile will not save”

Check every required field and capture the exact validation message. Remove personal or sensitive information before sharing it.

Data refreshes at an unexpected time

Section titled “Data refreshes at an unexpected time”

Compare the selected interval with Last Sync, Sync History, and any active webhook.

Organisation settings are missing

Section titled “Organisation settings are missing”

Confirm that you have Admin access and that the feature is included in the organisation’s subscription.

Section titled “Related articles”

Last updated: August 2026