Help Centre

How do I set up my organization's details?

ForProperty managers

Who can do this

Organization admins (who chose Property Manager) during onboarding.

Where to find it

Tell us about your organization ("This sets up your workspace, statements, and sales tax.").

Steps

  1. Enter Organization Name.
  2. Optional: Website and Organization Email ("All notifications will be sent to this email").
  3. Start typing the Business address and pick it from the suggestions. Check City (optional), Province, Postal Code (optional) and Country.
  4. Click Continue.

What happens next

Kera sets up your organization's workspace, billing account and chart of accounts. This can take a few seconds while the button spins. Then Welcome to Kera 👋 opens. You can change these details later in Settings → Organization (see the Settings chapter).

Troubleshooting

  • "Name field is required": enter the organization name.
  • "Province is required to calculate sales tax": enter the province. Kera uses it for GST/HST.
  • "Enter a valid URL": fix the website or leave it blank.
  • "Couldn't finish setting up your organization": your details are kept and you stay on this screen. Contact Kera support (support@getkera.com) before trying again, so the account isn't set up twice.
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