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Organization administration establishes who can work in Canary, what they can see, which modules are active, and how shared records behave. Keep these settings deliberate because they shape every team’s daily workflow.

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Administrative areas

Users and teams

Invite people, set organization roles, group assignees, and manage removal safeguards.

Features and retained data

Turn optional modules on or off while preserving existing records.

Custom fields

Add typed organization data to assets, locations, parts, and work orders.

API keys

Create scoped credentials for public API integrations.

Profile and language

Update personal identity details and choose the web-app language.

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Organization settings

Administrators can set:
  • Organization name and logo
  • Default work-order visibility for non-admin users
  • Currency label used for cost values
  • PDF accent color and footer
  • Work-order PDF sign-off layout
Changing the currency relabels existing amounts. Stored and historical numeric values remain unchanged.
  1. Confirm organization identity, visibility, currency, and document settings.
  2. Invite users with the narrowest role that matches their work.
  3. Create teams for assignment and request routing.
  4. Enable optional features and their prerequisites.
  5. Define custom fields before large imports or API integrations.
  6. Create separate API keys for each integration with explicit scopes.
  7. Review active work and dependencies before removing records or turning modules off.

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Lifecycle principles

Canary preserves operational facts such as completed work, readings, stock movements, receipts, approvals, and audit history. Archiving master data removes it from active use while preserving its history. Permanent removal and dependency-blocked deletion are called out on the relevant guide.

Users and teams

Invite people, set access, group assignees, and remove records safely.

Features and retained data

Manage optional modules, dependency order, and preserved history.

Custom fields

Add typed organization data to assets, locations, parts, and work orders.

API keys

Create scoped test or live credentials for Canary public API integrations.

Profile and language

Update your personal details, choose the web-app language, and manage your session.