Organization Settings
Organization Settings is the control room for the workspace itself: company identity, the Stripe connection that moves money, your team's roles, feature flags, and the default language of everything you send to customers. Owners and admins only — open it at Configuration → Settings.
When should I read this?
- You just created the workspace and need billing basics right the first time.
- A customer asked why documents arrive in English and they should be French.
- You are adding a finance contractor and need them to see billing but not change settings.
Use cases
| Scenario | What you do |
|---|---|
| First-week setup | Fill Company Profile completely; verify the Stripe connection shows configured. |
| Quebec-heavy customer base | Set the default document language to French; individual customers can still override. |
| Least-privilege access | Give auditors Viewer, support Support, engineers Developer roles instead of sharing an admin login. |
Company profile
The profile tab holds the identity behind every document:
| Field | Notes |
|---|---|
| Company name | Shown on invoices unless overridden in Invoice design. |
| Workspace URL | Your app.floatless.ca/{slug} address — read-only. |
| Base currency | Immutable. Chosen at signup to protect billing data integrity. |
| Billing country | Drives default tax behavior. |
| Default document language | English, French, or Spanish — used for invoices, receipts, and the portal when a customer has no preference. Quebec customers always receive French. |
| Contact & address | Business email, phone, tax ID, and street address for documents. |
Interface language
The Language preference card at the top switches the console interface between English, Français, and Español. First-time detection follows the browser; the choice is remembered per user on the device.
Payment (Stripe)
Floatless runs on your own Stripe account (BYOK). The payment tab shows the current connection state — publishable key, masked secret key, webhook secret present — and accepts new values (leave a field blank to keep it). The Webhook Endpoint URL is displayed with a copy button: paste it into your Stripe Dashboard → Webhooks so Stripe events flow back into Floatless. Without a working Stripe connection, hosted payment pages, saved cards, and auto-pay cannot operate.
Team
The team tab lists members with role, status, and last login. Roles map to the console's shape:
| Role | Typical job |
|---|---|
| Owner | Everything, including ownership transfer. |
| Admin | Workspace configuration, billing operations, team management. |
| Finance Ops / Billing Ops | Day-to-day money operations (invoices, recovery, bill runs). |
| Support | Customer-facing lookups without financial controls. |
| Viewer | Read-only — auditors and stakeholders. |
| Developer | API keys and webhooks without business-data changes. |
Editing a member's role takes effect on their next action. (Member invitations via email are not enabled in the current version.)
Features
The AI Features (Beta) switch enables the AI Pricing Architect and the dashboard's AI briefing. The panel shows the current state and cache behavior. Flip it off any time — the menu entries disappear with it.
Your profile
Settings → Profile (bottom of the sidebar) is personal: display name, job title, phone, time zone, and avatar. Time zone affects how you see timestamps, not how customers' documents are dated.
Common issues
- Base currency is wrong. It cannot change after creation — the workspace must be recreated. This is deliberate: mixing currencies inside one ledger breaks every report.
- Payment update links error. Stripe keys or the webhook secret are missing/misconfigured; reconnect in the Payment tab.
- A teammate sees too much (or too little). Check their role in the Team tab; role changes apply immediately.