Your organisation
Everything your organisation shares is set by its owners and admins, in the menu under your name.
Company details
Under Organisation you keep the name, KvK and VAT number, the invoice address and the email address for invoices. These details go on your subscription invoices. Members can read them; only owners and admins change them.
Standards
Under Standards you switch on the standards you work with: ISO 9001, ISO 14001, ISO 27001 or a combination. Solo has one standard, Team up to three and Business has no limit. Switching a standard off hides it, but keeps everything you recorded for it, so switching it on again brings it all back.
Logo for downloads
Your logo goes at the top of every Word and PDF download. Under Organisation, Logo for downloads, upload a PNG or JPG of at most 1 MB. Without a logo the downloads show the name of your organisation.
Data processing agreement
A company accepts the data processing agreement once: the agreement on how we process personal data for you. An owner or admin reads and accepts it under Organisation. When there is a new version that needs accepting again, it says so there. A smaller update only shows a notice once, which an owner or admin can close.
Security
The owner can require two-step login for every member under Organisation, Security. Switch it on for yourself first, under Authentication. Members who do not use it yet are asked to set it up before they can continue. Here the owner can also link the organisation to Microsoft Entra ID; see Sign in with Microsoft Entra ID.
Activity
From the Team plan, owners and admins see under Activity who did what: members invited or removed, roles changed, settings and integrations changed, and the main changes to the management system. Activity shows names and numbers, never the content of your texts. Lines older than two years are removed.
Still a question? Email info@peilaro.nl.