Organization Profile

Your organisation's core details, users, security, and system settings — all live under Settings, grouped into tabs across the top of the page.

Profile Tabs

Settings is split into tabs, each covering a different part of your organisation's configuration:

Profile is the default tab and holds your organisation's core details — this guide focuses on that tab. User is where you invite staff and manage logins, and Access controls role-based permissions across the account.

The Settings tab bar, with Profile, Customers, User, Bank, Access, Tags, Integration, Code, Billing and Scrape Tool.
The Settings tab bar — Profile is selected by default.

Editing Your Profile

  1. Open Settings

    From the left sidebar, go to Operations → Settings. The Profile tab loads by default.

  2. Click Edit

    Fields are read-only until you click Edit in the top-right corner of the Profile card.

The Refresh and Edit buttons in the top-right corner of the Profile tab.
Refresh pulls the latest saved version; Edit unlocks the fields below for changes.

  1. Update your details

    Change any of the fields — organisation name, contact details, address, and so on.

  2. Save your changes

    Confirm to save. If a change doesn't seem to appear elsewhere in the app yet, use Refresh on the Profile card to pull the latest saved version.

The Update Organization button in the bottom-right corner of the edit form.
Address Line 1 validates against real Australian addresses as you type, and Primary Phone Number expects a country code (e.g. +61) — both are flagged inline if left in a format the form doesn't recognise.
Logo Your organisation's logo sits at the top-left of the Profile card — click the tile to upload one, or the trash icon to remove it. It appears throughout KelpCare wherever your organisation is identified.

Field Reference

The Profile tab holds the following fields:

The Profile tab's field grid — Organization Name, Legal Entity Name, Status, Contact Person, ABN, GST Number, Address Line 1, Organization Email Address, Primary Phone Number, and Description.
The full Profile card, as it appears once you click Edit.
FieldWhat it's for
Organization NameThe name shown across KelpCare — headers, reports, and staff-facing screens.
Legal Entity NameYour registered legal name, used on generated documents and invoices.
StatusWhether the organisation is Active — set by KelpCare, not editable day-to-day.
Contact PersonThe primary point of contact for the account.
ABNYour 11-digit Australian Business Number.
GST NumberOptional — your GST registration number if applicable.
Address Line 1Your organisation's registered or operating address.
Organization Email AddressA general contact email for the organisation, separate from individual staff logins.
Primary Phone NumberA general contact number for the organisation.
DescriptionFree-text notes about the organisation — useful for internal reference.

Access & Roles

Only Account Owners and Admins can edit the Profile tab or change security settings. Everyone else sees the same fields read-only, so any staff member can look up organisation details without risk of an accidental change.

Legal Entity Name and ABN These feed into generated invoices and compliance documents — double-check them against your official registration before saving.

Need a hand?

Our Australian-based support team is here to help — reach out at reachus@kelpcare.ai