Settings

Set up your organisation and your own account in settings. The organisation side covers its name and logo, its currency and country, and the timezone and region that dates and numbers read in. The taxes, the units and the document templates are there too, with the members, teams and roles that decide who may do what. Bulk Activity follows imports, exports and changes to many records. Audit History shows who changed the organisation, and Billing shows the plan and its usage. The profile side is yours alone, with your name, picture, signature, password, sign-in methods, emails and formats.

In this section

• Your profile: Edit your name, email, picture, personal email signature and password on the profile page.
• Notification emails: Choose which emails Lucrii sends you about mentions, notes, order activity, due reminders and finished exports.
• Date and number formats: Choose a region and a clock for how dates, times and numbers read, for you or everyone.
• Two-factor authentication and passkeys: Set up an authenticator app, register passkeys and save backup codes from the security panel on your profile.
• Bulk Activity: Follow the imports, exports and bulk changes your organisation runs, and see what happened to each record.
• General organisation settings: Set your organisation’s name, logo, currency, region and business type, and switch Hermes, achievements and quests.
• Plan, usage and payment: See your plan, seats, usage and Hermes credits, and manage how your organisation pays.
• Bulk actions on settings lists: Tick several taxes, units, teams, members or invitations, then delete, remove, reassign or resend them together.
• Members and invitations: See everyone in your organisation, invite people with a role, reassign roles and revoke access.
• Teams: Group members into teams under a manager, each with a page, a members card and an audit history.
• Taxes: Add the tax rates your orders charge, each with a name and a percentage.
• Units of measure: Add the units quantities are counted in on items and order lines, each with singular and plural names.
• Importing and exporting taxes, units and teams: Export your taxes, units or teams as a CSV file, and import one to create or update them.
• Document templates: Install templates from the gallery to set how your quotes, invoices and purchase orders look.
• Organisation audit history: Read who changed your organisation’s settings, members, plan and apps, and when.
• Demo organisations: Explore Lucrii in demo organisations made from templates, then reset or delete them when you are done.
• Creating another organisation: Create another organisation through a short Hermes wizard, billed through its parent organisation.