> ## Documentation Index
> Fetch the complete documentation index at: https://www.adorabl.info/llms.txt
> Use this file to discover all available pages before exploring further.

# Organization settings

> Manage users, access, and organization-wide preferences.

Organization settings control how your organization runs in adorabl. Use this hub for configuration that applies everywhere: users, document numbering, master data governance, and audit preferences.

Domain-specific setup (payment terms, chart of accounts, payables approvals, and so on) lives under each area's own **Setup** section. This page covers the org-wide settings only.

## Open the Settings hub

**1. Go to Settings**

1. Confirm the correct organization is selected in the organization switcher at the bottom of the sidebar.
2. In the sidebar, open **Data & Admin**.
3. Click **Settings**.

adorabl opens the **Configure the ERP platform** page — the Settings hub for your organization.

**2. Choose an area or detailed setting**

The hub has two sections:

* **Areas** — high-level setup grouped by part of the business
* **Detailed settings** — shortcuts to frequently used configuration screens

For org-wide admin (users, numbering, governance), open **Data & Admin** under Areas.

## Org-wide vs domain setup

| Where to configure | Examples | Open from |
| - | - | - |
| **Organization settings** (this page) | Users, next numbers, master data governance, audit retention | Settings → **Data & Admin** |
| **Domain setup** | Terms codes, dunning, payables approvals, item GL defaults | Settings area for that domain, or the gear icon on the matching sidebar group |

> [!NOTE]
>
> If a setting affects only one part of the business — for example, dunning rules for invoices — configure it under **Accounts Receivable** setup, not here.

## Data & Admin setup

From the Settings hub, click **Data & Admin** to open the admin setup checklist. The page shows your progress and groups settings into four sections: master data governance, users and roles, integrations, and audit and retention.

### Master data governance

Track merge rules and document numbering at the organization level.

| Checklist item | What it means |
| - | - |
| **Merge / split approval workflow** | Rules for combining or separating duplicate records *(coming soon)* |
| **Duplicate detection thresholds** | Sensitivity for flagging likely duplicates *(coming soon)* |
| **Next numbers** | Document ID prefixes and sequences — [configure below](#configure-document-numbering) |
| **Migration verification** | Review imported data before go-live. See [Master data](https://www.adorabl.info/admin-and-settings/master-data.md). |

To work with master records directly, open **Master Data** from the sidebar under **Data & Admin**. See [Master data](https://www.adorabl.info/admin-and-settings/master-data.md) for field rename and duplicate review.

### Users and access

Control who can sign in to your organization and what they can do.

1. Click your **organization name** in the sidebar (bottom on desktop, top on mobile).
2. Open the organization management option from the menu.
3. Invite users by email or adjust access for existing users.

adorabl enforces role-based access and multi-factor authentication for your organization. Only admins should invite users or change access.

> [!TIP]
>
> Before inviting your bookkeeper or ops manager, confirm the correct organization is selected. Invitations apply to the organization shown in the switcher.

### Integrations

* **API clients** — issue and scope credentials for middleware, connectors, and partner tools that read or write your data through the Partner API. See [API clients](https://www.adorabl.info/admin-and-settings/api-clients.md).

Slack notifications and webhook subscriptions are listed as coming soon.

### Audit and retention

adorabl records every change to bills, invoices, orders, receipts, fulfillments, customers, suppliers, items, employees, and setup rows.

* **Audit log** — open the organization-wide change log. Search and filter by date, person, record type, and action, then click through to the record. See [Audit log and record history](https://www.adorabl.info/admin-and-settings/audit-log.md).
* **Change log retention** — *coming soon*: configure how long change history is kept.

Each record also carries its own **Activity** tab, and open orders and master records ask for a reason on material changes. Those controls are always on; there is no switch to turn history off.

## Configure document numbering

Every invoice, bill, purchase order, and other document type can have its own numbering sequence. Set these up before your team creates live transactions so IDs stay consistent.

**1. Open Next numbers**

From **Data & Admin** setup, click **Next numbers** on the checklist — or open **Next Numbers** from the Detailed settings section of the Settings hub.

You can also go directly from the sidebar: **Settings** → **Detailed settings** → **Next Numbers**.

**2. Add a sequence**

1. In **Add a numbering sequence**, enter a **Transaction type** (for example, `AR Invoice` or `AP Bill`).
2. Enter a **Prefix** (for example, `INV-` for invoices).
3. Set **Length** — how many digits to pad (for example, `6` produces `INV-000001`).
4. Set **Range start** and **Range end** to bound the sequence (for example, `1` to `999999`).
5. Check the **Preview** to confirm the next number looks right.
6. Click **Add**.

**3. Review and edit sequences**

The table lists every sequence for your organization. For each row you can see:

| Column | Meaning |
| - | - |
| **Last number** | The most recently assigned number in the sequence |
| **Next number** | What adorabl will assign to the next transaction of that type when it leaves draft |
| **Active** | Whether the sequence is in use |

Click **Edit** to change a sequence, or delete one you no longer need.

Numbers are assigned when a transaction is posted or submitted, not when a draft is saved. Drafts display as **Draft invoice**, **Draft bill**, and so on, so abandoned drafts never leave gaps in the sequence.

> [!WARNING]
>
> Changing **Last number** or deactivating a sequence affects new transactions only. Existing transaction numbers do not change.

See [Next numbers](https://www.adorabl.info/admin-and-settings/next-numbers.md) for field definitions and examples.

## Settings hub areas (reference)

When you need domain configuration, return to the Settings hub and choose the matching area:

> **Commerce**
>
> Sales channels, pricing, and storefront defaults. See [Sales channels](https://www.adorabl.info/commerce/sales-channels.md) and [Receivables setup](https://www.adorabl.info/accounts-receivable/setup/receivables-setup.md).

> **Inventory and Purchasing**
>
> Warehouses, units of measure, item GL defaults, shipping account, and landed cost components. See [Operations setup](https://www.adorabl.info/products/setup/operations-setup.md) and [Landed cost components](https://www.adorabl.info/purchasing/setup/landed-cost-components.md).

> **Finance**
>
> Chart of accounts, fiscal calendar, terms codes, and bank connections. See [Books setup](https://www.adorabl.info/books/setup/finance-setup.md) and [Connect bank accounts](https://www.adorabl.info/banking/connect-bank-accounts.md).

> **Accounts Payable**
>
> Supplier coding, approvals, and payment automation. See [Payables setup](https://www.adorabl.info/accounts-payable/setup/payables-setup.md).

> **Accounts Receivable**
>
> Customer terms, credit policy, and collections. See [Receivables setup](https://www.adorabl.info/accounts-receivable/setup/receivables-setup.md).

> **Data & Admin**
>
> Master data governance, users, and platform controls — covered on this page.

## Recommended setup order

For a new organization such as **Trail Ridge Outfitters**, work through org-wide settings before daily operations:

**1. Invite your team**

Add users who need access through the organization menu.

**2. Configure next numbers**

Add sequences for invoices, bills, and purchase orders before creating live documents.

**3. Complete Finance setup**

Chart of accounts, fiscal calendar, and system accounts — see [Books setup](https://www.adorabl.info/books/setup/finance-setup.md).

**4. Connect bank accounts**

Link banks for cash balances and reconciliation — see [Connect bank accounts](https://www.adorabl.info/banking/connect-bank-accounts.md).

**5. Configure domain setup**

Finish payables, receivables, and operations setup for the areas your team uses day to day.

## Troubleshooting

> **I don't see Settings in the sidebar**
>
> Expand **Data & Admin** in the sidebar. **Settings** is the second item under that group.

> **Next numbers aren't applying to new documents**
>
> Confirm the sequence is **Active**, the transaction type matches the document you are creating, and you are in the correct organization.

> **A checklist item shows to do but I already configured it**
>
> Some checklist items link to a detailed settings screen. Open the linked page, save your changes, and return to the checklist — the status updates when configuration is complete.

> **I need to change something for one department only**
>
> That is usually domain setup, not organization settings. Check the **Setup** subsection under the relevant docs area (Commerce, Accounts Receivable, Accounts Payable, Books, or Products).

## Related guides

> **[Quickstart](https://www.adorabl.info/getting-started/quickstart.md)**
>
> Sign in, select your organization, and learn the sidebar.

> **[Next numbers](https://www.adorabl.info/admin-and-settings/next-numbers.md)**
>
> Field reference and examples for document numbering.

> **[Master data](https://www.adorabl.info/admin-and-settings/master-data.md)**
>
> Rename fields, review duplicates, and govern shared records.

> **[Admin & settings overview](https://www.adorabl.info/admin-and-settings/overview.md)**
>
> How org-wide settings relate to domain setup.

> **[Audit log](https://www.adorabl.info/admin-and-settings/audit-log.md)**
>
> Who changed what, on every record.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.