# Organization Profile (https://yapl.app/en/docs/user-guides/workspaces/organization-profile)

# Organization Profile

The organization profile contains your company's business information used for billing, invoicing, and workspace identification. This information is separate from individual user profiles.

## Accessing Organization Profile

1. Navigate to **Settings** in the sidebar
2. Select **Organization** tab
3. Scroll to **Company Settings** section

## Organization Type

YAPL supports two organization types:

### Individual

For solo professionals and freelancers:
- Simplified information requirements
- Personal tax ID support
- Single-person billing

### Company

For businesses and organizations:
- Full company details
- Business tax information
- Multiple contact options

<Callout type="info">
You can change organization type at any time. Switch between Individual and Company based on your current needs.
</Callout>

## Individual Account Fields

| Field | Description | Requirements |
|-------|-------------|--------------|
| Full Name | Your legal name | Required for billing |
| Tax ID / National ID | Personal identification | Country-specific format |
| Billing Address | Invoice address | Required for paid plans |

## Company Account Fields

### Basic Information

| Field | Description | Requirements |
|-------|-------------|--------------|
| Company Name | Legal business name | Required, up to 255 characters |
| Tax ID | Business tax number | Format: 12-3456789 |
| Tax Office | Tax registration office | Required in some regions |
| Company Type | Legal entity type | Select from list |

### Company Types

Select your legal entity type:
- Limited Liability Company (LLC)
- Corporation (Inc./Corp.)
- Partnership
- Sole Proprietorship
- Non-Profit Organization
- Government Entity

### Address Information

| Field | Description |
|-------|-------------|
| Legal Address | Registered business address |
| Billing Address | Invoice delivery address |

<Callout type="tip">
Check **Same as legal address** if your billing address matches your legal address.
</Callout>

### Contact Information

| Field | Description | Format |
|-------|-------------|--------|
| Company Phone | Main business line | International format |
| Company Email | Business email | Valid email address |
| Website | Company website | Full URL with https:// |

### Additional Details

| Field | Description |
|-------|-------------|
| Authorized Person | Legal representative name |
| Number of Employees | Company size range |

## Employee Size Ranges

Select your organization size:
- 1-10 employees
- 11-50 employees
- 51-200 employees
- 201-500 employees
- 501-1000 employees
- 1000+ employees

This helps YAPL understand your organization's scale and recommend appropriate features.

## Billing Country

The billing country affects:
- Currency options
- Tax calculations
- Invoice formatting
- Payment methods

Enter the 2-letter ISO 3166-1 alpha-2 code:
- **US** - United States
- **TR** - Turkey
- **GB** - United Kingdom
- **DE** - Germany

## Postal/ZIP Code

Required for billing verification:
- Format depends on country
- US: 5 or 9 digits (12345 or 12345-6789)
- UK: Alphanumeric (SW1A 1AA)
- Turkey: 5 digits (34000)

## Project Numbering Configuration

Configure automatic project code generation:

### Accessing Project Numbering

1. In Organization settings, find **Project Numbering** section
2. Click **Configure Project Numbering**

### Configuration Options

| Option | Description | Example |
|--------|-------------|---------|
| Code Prefix | 3-4 characters | PROJ, ACME, NYC |
| Include Year | Add year to code | Yes/No |
| Year Format | 2-digit or 4-digit | 25 or 2025 |
| Sequence Length | 3-5 digits | 001, 0001, 00001 |

### Preview

As you configure, preview shows next generated code:
- `PROJ-25-001` (next project)
- `ACME-2025-0001` (next project)

### Current Sequence

View and reset the current sequence number. The next project uses the next number in sequence.

## Task Status Configuration

Customize task statuses for your workspace:

### Accessing Status Configuration

1. In Organization settings, find **Task Statuses** section
2. Click **Manage Task Statuses**

### Default Statuses

YAPL includes these default statuses:
- **To Do** - Work not started
- **In Progress** - Currently being worked on
- **In Review** - Pending review or approval
- **Completed** - Work finished

### Custom Statuses

Create custom statuses for your workflow:

1. Click **Add Custom Status**
2. Enter status name (English required, Turkish optional)
3. Select a color
4. Click **Save**

<Callout type="info">
Custom statuses appear in Kanban boards and task lists alongside default statuses.
</Callout>

## Saving Organization Profile

1. Update the fields you want to change
2. Click **Save Changes**
3. Wait for confirmation message

Changes to company information:
- Apply immediately to new invoices
- Don't affect historical invoices
- Update checkout pre-fill information

## Who Can Edit

Only workspace **owners** can modify organization profile settings:
- Add/change company information
- Update billing details
- Configure project numbering
- Manage custom statuses

Team leads and members can view but not edit these settings.

## Using Profile Data

Organization profile information is used for:

| Use Case | Fields Used |
|----------|-------------|
| Invoice Generation | Company name, Tax ID, Address |
| Checkout Pre-fill | All billing fields |
| Email Communications | Company name, Contact email |
| Reports | Company name, Fiscal year |

## Troubleshooting

### Cannot Save Changes

- Verify you have owner permissions
- Check all required fields have values
- Ensure Tax ID format is correct for your country
- Verify email addresses are valid

### Billing Information Not Appearing

- Complete all required billing fields
- Save changes before checkout
- Refresh page after saving

### Tax ID Validation Errors

- Format varies by country
- US: XX-XXXXXXX (with dash)
- Check with your accountant for correct format

## Related Topics

- [Workspace Settings](/docs/user-guides/workspaces/workspace-settings) - Basic workspace configuration
- [Billing Information](/docs/user-guides/workspaces/billing-information) - Payment and subscription
- [Managing Owners](/docs/user-guides/workspaces/managing-owners) - Administrative access