---
title: Setting up your organisation
id: account.onboarding
description: "Answer Hermes' questions about the organisation's name, locale, business type, tax, first team and your role before the app opens."
lastUpdated: 2026-10-16
order: 40
---

Who can do this: administrators and owners.

## What it does

The first visit to a fresh organisation opens a conversation with Hermes. There is no form. Hermes asks for the business name, how many people work there, the industry and a description of what you do. Then he asks for the country, the currency and the timezone.

Next comes the type of business, one of Goods Only, Goods and Services or Services Only. The answer sets the app's wording. A services-only organisation calls its sales orders invoices, on the tab and on the create button alike. The figures above each order list follow from it too, and so do the units the organisation starts with. Units of time suit a services business, and boxes and kilograms suit one selling goods.

The type does not limit your stock. A services-only organisation holds stock-tracked items and locations like any other.

Hermes then puts up a switch for tax on your sales. Turning it on brings two more questions, the name of the tax and its percentage. Lucrii creates the tax. It becomes your default tax.

The last two questions are the name of your first team and your own role. Begin your journey saves the answers and opens the app.

## Before you start

Setting up an organisation is an administrator's job. A member who arrives before the wizard is finished sees that an administrator has to finish it first. They can log out from there.

The name, the description, the locale answers, the business type and the tax are all editable afterwards in organisation settings. How many people work there, the industry and your role are set once.

Lucrii switches Hermes and achievements on for the organisation as the wizard completes. You can turn both off again in the organisation's general settings.

## How to use it

1. Answer each question as Hermes asks it. The country and timezone start from your browser's settings. The currency starts there too, then follows the country you choose until you pick a currency yourself.
2. Leave the switch labelled I collect tax off where you do not collect tax. Hermes then skips the two tax questions.
3. Name your first team. Sales Team is filled in to start with.
4. Select Begin your journey.

If setup cannot finish, the reason shows under Begin your journey.

## Related

- [Signing up and logging in](/docs/account/signup-login.md): Open an account with an email address, with Google or from an invitation, and log in with a password, Google, a passkey and a second factor.
- [Verifying your email address](/docs/account/email-verification.md): Confirm your email address with the link Lucrii sends, and resend the email from the verification screen.
- [Achievements, levels and the leaderboard](/docs/account/achievements.md): Gain experience towards levels and achievements from your work in Lucrii, and see the organisation ranked by season on the leaderboard.

## Changes

- [An organisation always has a currency](/changelog/2026-10-16#2026-10-16-an-organisation-always-has-a-currency) - 2026-10-16
- [Help pages for every feature](/changelog/2026-09-30#2026-09-30-help-pages-for-every-feature) - 2026-09-30
- [Setting up your organisation](/changelog/2026-09-30#2026-09-30-setting-up-your-organisation) - 2026-09-30