---
title: Setting up your organisation
description: "Before you start creating customers, vehicles, and jobs, it's important to configure your organisation settings. These details are used throughout your AutoHive account for invoices, reports, communications, and other business processes. ## Accessing Organisation Settings To access your organisation settings:…"
url: "https://autohive.co.nz/docs/setting-up-your-organisation/"
updated: "2026-06-07"
category: Getting Started
---

# Setting up your organisation

Before you start creating customers, vehicles, and jobs, it's important to configure your organisation settings. These details are used throughout your AutoHive account for invoices, reports, communications, and other business processes.

## Accessing Organisation Settings

To access your organisation settings:

1. Sign in to AutoHive.
2. Click **Settings** from the navigation menu.
3. Select **Organisation**.

From here you can manage your business information and preferences.

## Organisation Details

The Organisation Details section contains the core information about your workshop.

Complete the following fields:

- Organisation name
- Trading name (if applicable)
- Phone number
- Email address
- Website
- Physical address
- Postal address

Ensure these details are accurate, as they may appear on invoices, quotes, and customer communications.

## Business Information

Depending on your region, you may also wish to enter:

- Tax number
- GST/VAT registration number
- Company registration number
- Business identifier

These details can be displayed on customer-facing documents.

## Branding

AutoHive allows you to customise the appearance of your documents and communications.

You can upload:

- Company logo
- Invoice logo
- Quote logo

For best results, use a high-quality PNG image with a transparent background.

## Regional Settings

Configure settings specific to your location and business requirements.

### Time Zone

Select the time zone used by your workshop. This affects:

- Appointment scheduling
- Job timestamps
- Reports
- Notifications

### Currency

Choose the currency used for quotes, invoices, and reporting.

### Date Format

Select your preferred date format to ensure consistency throughout the platform.

## Communication Settings

Organisation email settings determine how customers receive notifications and documents.

Review and configure:

- Default sender name
- Reply-to email address
- Notification preferences
- Customer communication settings

## Document Numbering

AutoHive can automatically generate numbers for:

- Quotes
- Job cards
- Invoices
- Purchase orders

You may customise numbering prefixes and starting sequences to match your existing business processes.

Examples:

- INV-1001
- JOB-5001
- QUO-2001

## Saving Your Changes

Once you have completed your organisation setup:

1. Review all entered information.
2. Click **Save Changes**.
3. Verify that your organisation details appear correctly throughout the system.

## Recommended Next Steps

After setting up your organisation, we recommend:

1. Inviting staff members.
2. Configuring user permissions.
3. Setting up inventory categories.
4. Connecting accounting integrations.
5. Adding your first customer and vehicle.

## Frequently Asked Questions

### Can I change my organisation details later?

Yes. Organisation settings can be updated at any time by users with the appropriate permissions.

### Will changing my organisation details affect existing records?

Changes will apply going forward, but some historical documents may retain the information that was present when they were originally created.

### Can I upload a new logo later?

Yes. Logos can be updated at any time from the Branding section.

### Who can edit organisation settings?

Typically only administrators or users with organisation management permissions can access and modify these settings.

## Need Help?

If you're unsure how to configure your organisation settings, contact the AutoHive support team for assistance.