Getting started
Organizations & onboarding
Everything in CrowPrime belongs to an organization: connections, products, orders, invoices, reports and chat history. Getting the organization record right up front prevents rework in invoicing and VAT reporting later.
On this page
The organization model
An organization is an isolated workspace. Data never crosses organization boundaries, and every request is scoped by the active organization of the signed-in member. A user account may hold memberships in several organizations — useful for agencies and accountants.
- The creator of an organization becomes its Owner.
- Billing, plan limits and account status are properties of the organization, not the user.
- Connections are bound to the organization; disconnecting affects everyone in it.
Onboarding wizard
- 1
Organization profile
Display name, legal entity name, country and base currency.
- 2
Invoicing details
Registered address, VAT/tax number, invoice number prefix and starting sequence, plus optional logo used on generated PDFs.
- 3
Selling profile
Approximate monthly order volume and the channels you sell on. This only presets defaults such as sync frequency; you can change them anytime.
- 4
First connection
Optionally launch the marketplace OAuth flow directly from the wizard.
Important
The invoice number prefix and starting sequence cannot be changed retroactively once an invoice has been issued, because numbering must stay gapless for tax audits.
Company settings reference
| Field | Used by | Notes |
|---|---|---|
| Legal name | Invoices, credit notes | Printed as the issuer |
| Address | Invoices, VAT report | Determines the domestic tax territory |
| VAT / tax ID | Invoices, VAT report | Validated for format, not for registration |
| Base currency | Reports, dashboard | Marketplace amounts are converted at order date |
| Default VAT rate | Invoices | Overridable per product and per order line |
| Invoice prefix | Invoices | Locked after the first issued document |
| Fiscal year start | Reports | Drives year-to-date comparisons |
Legal name
- Used by
- Invoices, credit notes
- Notes
- Printed as the issuer
Address
- Used by
- Invoices, VAT report
- Notes
- Determines the domestic tax territory
VAT / tax ID
- Used by
- Invoices, VAT report
- Notes
- Validated for format, not for registration
Base currency
- Used by
- Reports, dashboard
- Notes
- Marketplace amounts are converted at order date
Default VAT rate
- Used by
- Invoices
- Notes
- Overridable per product and per order line
Invoice prefix
- Used by
- Invoices
- Notes
- Locked after the first issued document
Fiscal year start
- Used by
- Reports
- Notes
- Drives year-to-date comparisons
Working with multiple organizations
Use the organization switcher in the header to change context. The switcher lists every organization you are a member of together with your role in each. Creating an additional organization starts a fresh onboarding wizard and a separate subscription.
Leaving or closing an organization
- Members can leave at any time; the last remaining Owner must transfer ownership first.
- Closing an organization cancels the subscription, revokes all marketplace tokens and stops synchronization immediately.
- Financial records stay exportable during the retention window so you can archive invoices and reports before deletion.