The organisation profile is admin-managed. Anyone can read it, so you can see what Abbie has
been told about the business, but only an account admin can change it.
What it holds
Identity
Identity
- Legal name and any trading names
- What we do — a plain-English description of the business
- Industry
- Regulator / licence reference
- Size — staff and revenue
- Locations
- Financial year end
How we work
How we work
- Systems of record — the tools that hold the authoritative version of things
- Glossary — your internal terms and acronyms, so Abbie uses them the way you do rather than guessing at an expansion
- Working hours and timezone
- House style — how written output should be formatted and worded for this account
Constraints
Constraints
- Always — things Abbie should do every time
- Never — things she must not do
- Data handling — disclosure and data rules she has to respect
Why the glossary matters most
Of everything here, the glossary and the systems-of-record list change Abbie’s answers the most. An acronym that means one thing in your business and something else everywhere else is exactly the kind of thing she will otherwise get confidently wrong. The same goes for “the numbers” — knowing which system is authoritative is what stops her quoting whichever one she found first.Suggestions from Abbie
Abbie proposes additions to the profile as she learns them — a term she has seen used consistently, a system she keeps being pointed at. These land in a Suggested by Abbie queue rather than being applied. An account admin approves or dismisses each one. Everyone else can see what has been proposed but cannot action it. The settings navigation carries a badge while anything is pending.Your personal profile
The same idea at your own scope — and private to you.
Memory
Facts Abbie keeps for herself, as opposed to ones an admin curates.