This menu is for the organisation owner and administrators.
- Organisation profile, Institutions, Trustees: who you are and what you run.
- Trust reports: one view across all institutions.
- Legal entities: the trust, society or company. The finance plan level and the books mode are set here.
- Users and Roles: see Give a staff member a sign-in and a role.
- AI assistant, AI usage and cost, AI audit: see The Ask button is missing.
- Online payment accounts and Channels: the services behind online fee payment and messages.