---
title: General organisation settings
id: settings.organisation.general
description: "Set your organisation's name, logo, currency, region and business type, and switch Hermes, achievements and quests."
lastUpdated: 2026-10-24
order: 30
---

Who can do this: administrators and owners.

## What it does

Use General to set up your organisation and how Lucrii works for everyone in it. Each setting saves by itself.

| Field | What it takes |
| --- | --- |
| Organisation Name | The organisation's name, saved with Rename Organisation |
| Logo | An image used beside the organisation name |
| Default Currency | The currency new orders and financial figures start in |
| Country | The country whose local rules and tax apply by default |
| Default Timezone | The timezone every date and time shows in |
| Region | How dates, times and numbers read, such as English (Australia) |
| Clock | Region default, 12-hour or 24-hour |
| Customisation | Goods Only, Goods and Services or Services Only |
| Email Signature | The default for people who have not set their own |
| Hermes AI | Consent to the AI features |
| Achievements | Levels, streaks and achievements, on or off for everyone |
| Quests | Offered, On Request or Off |

- Under Organisation Name, a section headed "What does your organisation do?" takes a short description of the business. The heading uses your organisation's name.
- Region applies to everyone who has not chosen their own, and to documents. It starts on the region of your organisation's country, or English (Australia) where Lucrii does not list that country's region.
- On a person's own Formats page, the organisation's region reads Organisation default, such as Organisation default · English (Australia). [Date and number formats](/docs/settings/date-and-number-formats.md) says more.
- Services Only renames Sales Order to Invoice everywhere. Goods Only and Goods and Services both keep the name Sales Order. The figures on the orders lists follow the same choice.
- Hermes AI is worded as consent because the processing happens through external AI services. On a cloud deployment, the plan must include Hermes as well before the features appear. [Asking Hermes](/docs/hermes/chat.md) describes the button with Hermes off.
- Switching achievements off resets the achievements panel for everyone. It takes levels, achievements and the leaderboard off the My Progress page, and the Experience and Achievements sections off member pages.
- Turning off Hermes or achievements also takes that feature's quests out of the offers, and the Quest Chart shows them as question marks.

Quests is a row of three cards at the foot of the page. It is the only quest control, and it applies to every member.

| Field | What it takes |
| --- | --- |
| Offered | Hermes offers a quest a couple of seconds after a member opens a screen that has one |
| On Request | Members start quests from the Quest Chart, and Hermes never offers them |
| Off | Takes quests away for the whole organisation |

## Before you start

- Administrator or above. Below that role, the settings menu has no link to General. The page shows a message saying you do not have permission to change organisation settings.
- An organisation always has a currency. You can't save Default Currency blank.
- Organisation Name can be up to 100 characters.
- The description under "What does your organisation do?" and the Email Signature can be up to 5,000 characters each. A count shows under them from 4,500.
- Pictures in the Email Signature must be uploaded to Lucrii. Lucrii refuses a picture kept anywhere else with "Pictures in Email Signature must be uploaded to Lucrii."

## How to use it

1. Open Settings, then General under Organisation.
2. Change one setting. A text setting has its own button, such as Rename Organisation or Save Signature.
3. Pick a currency, country, timezone, region, clock, business type or quests card. It saves as you pick it.
4. Wait for the save to report success. Orders, dates and amounts use the new value at once.

## Troubleshooting

Region stayed the same when you changed Country. Changing Country later leaves Region as it is. Pick the region you want.

You can't change Quests in a demo organisation. A demo organisation follows the Quests choice of the organisation it was created from, and its cards show that choice. The line above them names the organisation to change it on.

## Related

- [Your profile](/docs/settings/profile.md): Edit your name, email, picture, personal email signature and password on the profile page.
- [Plan, usage and payment](/docs/settings/billing.md): See your plan, seats, usage and Hermes credits, and manage how your organisation pays.
- [Taxes](/docs/settings/taxes.md): Add the tax rates your orders charge, each with a name and a percentage.
- [Date and number formats](/docs/settings/date-and-number-formats.md): Choose a region and a clock for how dates, times and numbers read, for you or everyone.

## Changes

- [Date and number formats](/changelog/2026-10-23#2026-10-23-date-and-number-formats) - 2026-10-23
- [An organisation's currency follows its country](/changelog/2026-10-16#2026-10-16-an-organisation-always-has-a-currency) - 2026-10-16
- [Field lengths and tag limits](/changelog/2026-10-16#2026-10-16-field-lengths-and-tag-limits) - 2026-10-16
- [Pages with achievements off](/changelog/2026-10-16#2026-10-16-pages-with-achievements-off) - 2026-10-16
- [Help pages for every feature](/changelog/2026-09-30#2026-09-30-help-pages-for-every-feature) - 2026-09-30
- [Setting up your organisation](/changelog/2026-09-30#2026-09-30-setting-up-your-organisation) - 2026-09-30
- [The quests setting](/changelog/2026-09-30#2026-09-30-the-quests-setting) - 2026-09-30
