Set up company and office information

This article describes how to change or add your company and office information in BriqSafe, and how to add a branch office (known as an additional organisation). It is intended for administrators responsible for maintaining organisation details and managing multiple organisations.

Note

Required role: Admin or Owner

Editing Your Organisation's Company Information

You can update your organisation’s name, description, address, and contacts to keep your company information current.

1. Go to Organisation Settings.
2. Select your current organisation from the list.
3. Click Edit to open the organisation edit form.
4. Update the Name (required) and Description fields as needed.
5. Review the Jurisdiction field. Note this is locked and cannot be changed after creation.
6. Set the Default timezone by selecting an IANA timezone from the dropdown.
7. Choose appropriate regulatory domains using the multi-select field. (Note: BriqSafe currently only supports Water domain.)
8. Update your organisation’s address under the same form if available.
9. Save your changes.

The organisation’s contacts such as primary, invoicing, technical, and report contacts are managed under the Contacts tab, not inside the organisation edit form.

Managing Organisation Contacts

Add and maintain functional contacts that other parts of BriqSafe reference.

1. In Organisation Settings, go to the Contacts tab.
2. Click Add Contact to open the side panel.
3. Enter the Name, Email (must be unique), and Phone (in E.164 format, e.g., +34612345678).
4. Select the contact Type from options including Primary, Invoicing, Technical, Report, and Escalation.
5. Save the contact.

To edit or remove a contact, use the respective action on the contact’s row. All changes are logged and require admin or owner permission.

Adding a Branch Office (Creating an Additional Organisation)

To manage a separate business entity or keep portfolios distinct, create a new organisation as a branch office.

1. Open Organisation Settings.
2. Go to My Organisations.
3. Click Create Organisation.
4. Confirm or edit the pre-filled organisation Name.
5. Select the mandatory Jurisdiction. This is fixed at creation and cannot be changed later.
6. Choose at least one regulatory domain. (Water is the supported domain.)
7. Submit the form.

Upon creation, you become the Owner of the new organisation. A billing subscription is set up automatically. Switch to this organisation when you want to work in it using the organisation switcher or from My Organisations.

Switching Between Organisations

If you belong to multiple organisations, switch your active context to manage a specific company or branch office.

1. Use the organisation switcher in the main navigation.
2. Select the organisation to switch to.

The application reloads all organisation-specific data such as locations, users, and settings. You can also switch from My Organisations by choosing the Switch Organisation action on a row.

Important Notes

• You can only edit the organisation you are currently working in. Trying to edit another organisation prompts you to switch to it first.
• The Jurisdiction is set during organisation creation and cannot be changed afterwards.
• Archived organisations are read-only and cannot be edited until unarchived.
• The organisation edit form does not include fields for physical address, phone number, or website.
• Changes to organisation details are saved with validation and recorded in the audit log.