Managing Your Profile & Organization

Managing Your Profile & Organization

Your profile and organization settings keep Kinexa personalized and secure.

Personal Profile

1. Click your avatar → Settings → Profile
2. Update your name, photo, phone number, and display language (English / Bahasa Indonesia)
3. Click Save

Organization Details

Under Settings → Organization you can set:

• Company name (as shown on invoices and documents)
• Address and NPWP for tax documents
• Logo used across modules and the customer-facing widget

Team Members & Roles

1. Go to Settings → Team
2. Click Invite Member and enter their email
3. Assign a role: Owner, Admin, Member, or a module-specific role
4. The invitee receives an email to join your organization

Roles at a Glance

• Owner — full control, including billing
• Admin — manage modules and team, no billing changes
• Member — work inside assigned modules only

Tip

Keep your organization details accurate — they appear automatically on invoices, quotations, and reports.