Association, company and subscription records
The Profile area contains both your personal settings and organisation-level settings. Organisation tabs are permission-controlled because changes can affect every member or the association's billing.
Association
Use Profile > Association to maintain the association name, management structure, unit label and main address. The available management structures are tailored to the country recorded from the building postcode.
Management structure is separate from unit tenure/title and from a person's property relationship. For example, an English RMC can manage leasehold flats; a flat owner may be both a leaseholder and company member; and a tenant/renter may occupy the same flat without becoming liable on its property account.
Changing the unit label changes wording such as Flat or Apartment; it does not create or remove unit records. Review a significant identity or address change before saving it.
Company
Where enabled for an incorporated association, Profile > Company can hold:
- Companies House synchronisation and the company number;
- accounts and confirmation-statement dates;
- identity-verification and AGM reminders;
- officers, people with significant control and recent filings;
- the linked member or shareholder register; and
- board, member, written, ordinary or special resolutions.
Synced data is a useful monitoring view, while manual registers and resolutions record the association's own context. Check official filings and professional advice when accuracy or a statutory deadline matters.
Subscription
Authorised users can use Profile > Subscription to review the plan, trial and payment status. The billing identity is separate from a user's personal profile and includes the legal billing name, billing contact, email, company number and address.
The Direct Debit section manages the mandate for the SaaS subscription, not property service-charge payments. Keep its notification email with a current Treasurer or billing contact.
Changing these billing details does not change the bank details residents use to pay property charges. Those are managed in Financial > Settings. Check which payment you are dealing with before updating either set of details.
If a subscription payment fails, the app displays a warning so an authorised person can correct billing. Suspended or cancelled workspaces can restrict normal access while still allowing permitted recovery or export actions.
Committee handover
Before an officer leaves:
- update the billing and company contacts;
- confirm who can manage the subscription;
- review upcoming company dates;
- transfer committee roles and permissions; and
- create the permitted data exports needed for the handover.
Do not leave subscription or statutory reminders tied only to a departing person's private email.