Set up company and office information

Use this article to update your company information and add a branch office in BriqSafe. Company information is managed in Organisation Settings; branch offices are added as locations.

Before You Get Started

• You can edit only the organisation that you are currently using. To edit another organisation, switch to it first.
• An archived organisation is read-only until it is unarchived.
• A new location must have an address within your organisation's jurisdiction.

Change company information

Note

Required role: Admin and above

Update your organisation's name, address, registration number, working days, timezone, logo and colour palette from the organisation edit form.

1. Open Organisation Settings.
2. Under My Organisations, open the organisation marked Current.
3. Select Edit.
4. Complete or update the available fields in order:

• Organisation Name is required.
• Organisation Description
• Organisation Address
• Registration Number
• The Branding block, where you can upload or remove a Logo and choose a colour palette.
• Default timezone
• Working days

5. Select Update Organisation.

Important details about company information

• Jurisdiction is locked after the organisation is created and cannot be changed.
• Organisation Address is a single free-text line. This form does not include phone or website fields.
• The address and registration number appear on report covers, so check them before saving.
• Working days apply to all scheduling. A visit cannot be created or moved to a weekday outside the selected working days.
• Removing a working day closes it in every location's opening hours. The update is refused if a location would then have no open day. Adjust that location's opening hours first.
• Saved changes are recorded as audit events.

Add a branch office

Add the branch office as a new location and confirm its address before saving.

1. Open Locations.
2. Select Add New Location.
3. Optionally enter a Location Name and add a Location Image.
4. Find the address with Search Address and select a suggestion, or select Enter Manually and complete Street address, City and Postcode.
5. Select Use This Address.
6. Submit the location.

Address and location details

• If you do not enter a location name, the confirmed address is used as its name.
• The location's jurisdiction comes from your organisation, not from the address.
• An address outside your organisation's jurisdiction is rejected when you save.
• For a manually entered address, BriqSafe looks up the map pin once when you save. If the address is ambiguous or the lookup fails, the location may not appear on the map. Drag the marker before submitting, or edit it later from the Overview tab.
• After saving, the location appears in the Locations list with the jurisdiction's flag and country name.

Add buildings to the branch office

After creating the location, add its buildings as structures so areas and assets can be organised under them.

1. Open the location and select Structures.
2. Select Add Structure.
3. Enter the required Structure Name. Structure Type is preset to Building.
4. Set Facility Type. Complete the optional building details as needed, including Building Code, dimensions, description and Automatic Job Execution.
5. Submit the structure.

For addresses in the Netherlands or Spain, BriqSafe may create a structure automatically from national building registry data. Review and correct the editable values. If enrichment fails, the location's Overview tab shows Building Data Unavailable with a Retry action.

Switch to another organisation before editing

If the organisation you need is not the current one, switch to it before opening its edit form.

1. Open Organisation Settings and then My Organisations.
2. Open the organisation you need.
3. Select Switch to this organisation.
4. Return to My Organisations, open the organisation again and select Edit.

You can also use Switch Organisation in the expanded sidebar. Archived organisations are not shown there; open them through My Organisations instead.