Set your organisation details

Keep the name, contact email, phone and address that head every evidence pack and report up to date.

Length
2 min, 4 steps
For
Admin
Starts on
/settings
Shown as
Priya Nair, authority adminIllustrative
Recorded in the portal with the illustrative Westmouth demo data. English captions.
  1. Find the details page

    In Settings, choose Organisation details under Organisation.

  2. Each field says where it goes

    The tags beside each label show whether it is printed on evidence packs, reports or both.

  3. Edit and watch the preview

    Change the Phone field. The pack header preview on the right updates as you type.

  4. Save and confirm

    Choose Save details, then Save details again in the confirm window.

Read the subtitles

Open Settings from the sidebar. Under Organisation, choose Organisation details. These are the details a court or a committee sees at the top of every evidence pack and report.

Each field is tagged with where it is printed. The kind of organisation is locked: it was set when the account was opened, so ask support if it needs to change.

Change the phone number. The pack header preview on the right updates as you type, so you can see exactly how the top of a pack will read.

Choose Save details and confirm. New packs and reports use the new details. Packs already made keep the details they were made with.

Try it in the portal

Sign in with your work email. Your own organisation's records, nodes and units take the place of the Westmouth ones.

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Checked against the portal on 15 October 2026. Westmouth names, vessels, units and figures are illustrative. General guidance on using the portal, not legal, regulatory or financial advice.