Organization settings & team¶

Go to Settings → Organization and choose Manage next to your organization. Open Dashboard jumps to that organization's own address.

Owners and Admins can edit. Everyone else sees a read-only view.

Organization details¶

Click the pencil icon to edit:

• Business name
• Primary currency: changing it changes the symbol shown. Existing amounts are not converted.
• Time zone
• Subdomain: locked permanently.

Statement details¶

Shown on printed and saved statements alongside your business name:

• Address (lines 1 and 2, city, province/state, postal code, country)
• Footer note: for banking details or payment terms
• Payment reference: Use account code, or a Custom template with {AccountCode} and {OrganizationName} placeholders

This is only the default. Staff can override the reference and add notes when saving an individual statement.

Packages¶

Offered Packages lists your active packages. Manage lets you create, edit, delete and reactivate them. See Packages & billing.

Access & invitations¶

The Access panel lists people with access and (for Owners and Admins) pending or expired invitations.

Adding someone¶

1. Add Person, enter their email and choose Admin, Instructor or Accountant.
2. If they already have a South Dune account, they are added immediately.
3. If not, an invitation email is sent. It contains a link that expires after 7 days.

The invitee must register or sign in with the same email address to accept.

Managing access¶

The last Owner cannot be removed or demoted.

See Roles & permissions.

Creating another organization¶

Settings → Organization → New Organization runs the setup wizard again. See Workspace setup.