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Team and organization settings

Organization profile

The details clients and documents show about you: names, address, currency, time zone, units, contact details and the regulatory notice.

  • Updated
  • For managers

Who can do this: Owners and admins

Where to find it

Open Settings, then Organization.

What you can set

Organization profile fields
FieldWhat it does
Display name and legal nameThe display name appears in the portal and emails. The legal name appears on documents.
Portal addressWhere clients sign in. It is fixed once onboarding is finished. See Create your account.
CountryYour organization's country.
Base currencyUsed for totals across properties and in reports. Properties and listings can use other currencies; see Exchange rates.
Time zone and default languageThe default language is used for your client portal and emails.
UnitsMetric (m²) or imperial (sq ft). Areas are stored in square metres and shown in your unit.
Fiscal year startThe month your fiscal year begins.
Contact email, phone, websiteShown to clients as your contact details.
Registration number and VAT IDPrinted where documents need them.
AddressYour business address.
Regulatory noticeShown in the footer of your client portal, above the EasyHaus platform notice. Use it for licences and the statements your jurisdiction requires.

The notice your investors always see

Under your regulatory notice, the portal always says that the platform is provided by EasyHaus and that EasyHaus does not provide investment advice and does not hold client funds. You cannot remove it, and you can add your own disclaimers.

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