All documentation · Configuration

Organization settings

Set your organization profile, logo, currency and language, tax numbers, custom customer fields and API keys from the Admin Settings screen in Clyentra.

7 min read · Reviewed 2026-07-13

Your organization profile is what Clyentra puts on invoices, what it uses to pick your date and currency formats, and what your customers see. This guide walks through every tab and tells you which settings quietly change behaviour elsewhere in the product.

Go to /settings/general. The screen is titled Admin Settings — "Manage profile, fields, lead routing, templates, integrations, and preferences for the selected organization."

Settings are per organization: Every setting on this screen applies to the organization you currently have selected. If you belong to more than one, switch first — see create-organization.

The six tabs

Fill in the organization profile

The Organization Profile card holds the basics. Every field on it is required. Fields save inline — click a value, edit it, and it commits.

• Organization name — for example, Acme Inc.
• Contact number
• Organization email
• ZIP / Postal Code
• Country
• State / Province
• City
• Street address

Country, State and City cascade: They are a chain. State / Province stays disabled until you pick a Country, and City stays disabled until you pick a state. Changing the country clears the state and the city, so you re-pick both. Fill them top-down: country, then state, then city.

Upload a logo

1. Hover the logo tile. It sits at the top of the profile card. A camera icon appears over it.
2. Pick a file. PNG, JPEG and WebP are accepted.
3. Crop it. A dialog opens — Crop organization logo. Drag to reposition and use the slider to zoom. The crop is round, so centre your mark.
4. Save. Press Save logo. The tile updates and the caption changes from "No logo uploaded" to "Logo uploaded".

Region and language

The Region & Language card — "Set currency, language, and regional format for this organization" — holds two settings: Currency and Language.

Currency drives more than you think: Currency decides which tax number fields you get on the card below, and it sets the regional format used across the product. Picking a Country in the profile also updates the currency to match that country. Set the country and currency correctly before you start entering tax details or invoicing anyone.

Tax numbers and automation

The Tax & Automation card holds two tax-number fields — and which two you see depends on your currency and country. Clyentra asks for the identifiers that actually exist in your jurisdiction.

So an org in Portland fills in an EIN; an org in Toronto fills in a GST / HST number; an org in Berlin fills in a VAT number. Set the country first and the right pair appears.

The same card carries two automation toggles:

• Automatically route new leads — hands every incoming lead to the routing rules instead of leaving it unassigned. Pair it with lead-routing.
• Automatically assign new tasks — applies the same idea to tasks. See tasks-and-time-tracking.

Set the routing rules before you flip the toggle: Turning on Automatically route new leads with no rules configured does not help anyone. Build the rules in lead-routing first, then enable the toggle.

Tax codes

Tax codes live on their own screen at /settings/pricing-taxes — Tax Settings, "Configure your tax codes and rates". Press Add Tax Code to create one. Before you do, the screen shows No tax codes configured yet.

On Stripe, the rates come from Stripe: For organizations on Stripe, the tax form captures a Tax Code label only — you do not enter a percentage. Stripe Tax works out the actual rate for each transaction, jurisdiction by jurisdiction. Configure your tax registrations from the Stripe tab in integrations.

Custom customer fields

The Customer Fields tab is how you extend Clyentra's lead and customer record with data that is specific to your business — a contract reference, a renewal date, a preferred channel, whatever your team actually tracks.

A custom field you create here shows up in three places at once:

• On the lead form, so your team can fill it in — see leads-and-customers.
• As an optional column on the lead and customer tables, so you can sort and scan by it.
• As a mapping target for public forms, so a form field can write straight into it — see forms-and-booking.

Define fields before you import: Create the custom fields you need before you bulk-import leads or publish a form. Retro-fitting a field means going back over records that could have captured it from the start.

Lead routing and score rules

The Lead Routing and Lead Score Rules tabs are covered in depth in lead-routing — routing decides who gets a lead, scoring decides how hot it is.

Email templates and API keys

Email Templates stores reusable email bodies your team and your automations can send. API Keys issues keys for programmatic access to your organization's data.

SMTP is not on this screen: The mail server Clyentra sends through is configured at Settings → Notifications, not here. See the SMTP section of integrations.

Who can change settings

Everything on this screen is gated by the Settings permission. With Viewer you can read the values; with Editor you can change them. Without Editor, the fields render but do not accept edits. Grant it in roles-and-permissions.

The right order to set up a new org: Country and currency first (they drive tax fields and formats), then the rest of the profile and the logo, then tax numbers, then custom fields, then routing rules — and only then flip the automation toggles on.