Administration guidance

Manage organisation settings

Maintain the legal and operating identity of the correct organisation tenant.

FOR
Organisation administrator
OUTCOME
Use RAQOZ to maintain the legal and operating identity of the correct organisation tenant.

Before you begin

  • Organisation administrator access, or another role explicitly permitted for the setting.
  • The organisation has agreed the control or operating decision before configuration.

Guidance

  1. 1

    Confirm you are working in the intended organisation before changing shared settings.

  2. 2

    Maintain the legal name, operating name, base currency and other available organisation details.

  3. 3

    Review downstream document and reporting effects before saving material changes.

  4. 4

    Keep changes attributable through the configured administration workflow.

Evidence RAQOZ retains

  • Organisation settings
  • Actor and change time
  • Relevant audit events

Common issues

A configuration change behaves differently than expected.

Review scope, effective date, inheritance and status. Use a representative test or no-write simulation before activating a policy change.

A prior transaction appears to use an older rule.

That may be correct. Effective-dated versions preserve the policy context used at the time instead of rewriting history.

Related articles

Last reviewed 2 September 2026. Review against the current production release before relying on exact screen behavior.