Explore the organisation Profile

Before you start #

Open the Organisation workspace and Profile. The controls you can use depend on your role and workspace availability. Practice uses synthetic records and never grants extra permissions.

Organisation Profile #

Profile identifies the organisation whose workspace you are using. Read its registered details and recorded limits before requesting changes. This is distinct from the personal account profile reached through your account menu.

Confirm the company identity #

Read the displayed organisation name and legal name together with the organisation badge. Compare these with the company you intended to open, especially if you belong to several workspaces. A recognisable logo alone is not enough to identify the legal entity.

Review registered details #

Review the legal name, company number and other organisation fields shown here. Available editing controls depend on the workspace permissions. In the demo these are fictional details; do not replace them with private customer information.

Read workspace limits #

Workspace limits shows recorded seats and monthly check allowance. These values describe this workspace; they do not establish a recurring subscription or approval for live DBS checks. Ask about a missing or unexpected limit before relying on it.

Understand profile edits #

If an editable organisation form is available, review each changed value before saving and check validation messages. Otherwise use the available organisation settings route or contact an administrator. The tutorial only inspects the organisation profile.

Choose organisation or personal settings #

Use organisation settings for company details, branding and check defaults. Use My account for your own sign-in identity. Changing company information is separate from correcting an applicant record or changing a colleague’s role.

Follow the interactive walkthrough #

1. Open Help & tutorials in the intended Organisation section.
2. Select this guide and read the preparation instructions.
3. Choose Start practice walkthrough to inspect the synthetic example.
4. Follow each highlighted component. Use Back to revisit its explanation and Retry if loading interrupted the step.
5. Use Exit tutorial to save your place; choose Resume walkthrough from this guide later.
6. If you arrived from a real workspace, use Return to workspace, then verify the actual record and your permissions before making a change.

If something is unavailable #

Confirm that you opened the Organisation workspace and the intended section. If a control is read-only, check your permissions and the message on that panel. Do not interpret an absent action as an already completed operation. If a tutorial target is missing, use Retry after loading; report the guide title and step if it remains unavailable.

Related guidance #

• Read organisation profile
• Read account profile
• Read team access

Guided component walkthrough #

Each component has one short guided step. Read the explanation, then choose Next; Back revisits the previous component. The cursor only demonstrates useful navigation or an explicit action. Replay action repeats that demonstration, and Skip animation keeps the explanation. Use this written guide for feature details.

Organisation Profile

• Organisation Profile: Profile identifies the organisation whose workspace you are using. Read its registered details and recorded limits before requesting changes. This is distinct from the personal account profile reached through your account menu.

Confirm the company identity

• Confirm the company identity: Read the displayed organisation name and legal name together with the organisation badge. Compare these with the company you intended to open, especially if you belong to several workspaces. A recognisable logo alone is not enough to identify the legal entity.
• Recognise the workspace: Use the company identity beside the profile content to confirm which organisation you are viewing. This is especially useful before discussing a record with a colleague who works across several organisations.

Review registered details

• Review registered details: Review the legal name, company number and other organisation fields shown here. Available editing controls depend on the workspace permissions. In the demo these are fictional details; do not replace them with private customer information.
• Read field labels and values: Review each company field with its label. A blank or unavailable value means that information is not shown here; do not fill the gap by assuming another organisation uses the same details.
• Read workspace limits: Workspace limits shows recorded seats and monthly check allowance. These values describe this workspace; they do not establish a recurring subscription or approval for live DBS checks. Ask about a missing or unexpected limit before relying on it.
• Understand profile edits: If an editable organisation form is available, review each changed value before saving and check validation messages. Otherwise use the available organisation settings route or contact an administrator. The tutorial only inspects the organisation profile.

Choose organisation or personal settings

• Choose organisation or personal settings: Use organisation settings for company details, branding and check defaults. Use My account for your own sign-in identity. Changing company information is separate from correcting an applicant record or changing a colleague’s role.

Related guides