2. Prepare your organisation

Organisation settings

Learn how administrators review and change organisation-wide settings via the web app in LambdaAssetCheck, so details, display defaults, branding, integrations, and security match how you operate.

Last updated: September 2026

What you'll need

Tier	Any plan
Platform	Web app
Permission	The Organisation settings platform-management capability. Owner and Administrator have it by default.
Where	Administration → Organisation Settings

For setup order and permanent choices, use Set your organisation details. This page is the field-by-field reference.

What's on this page

Tab	What it covers	Detailed guide
General	Details, languages, locations, rounds, formats, work mode, due dates, branding, organisation ID, notifications	Set your organisation details
Integrations	API credentials; CMMS endpoints when that mode is on	Developer documentation
Security	MFA policy; SSO	Two-step verification, Set up single sign-on

General tab

Open Administration → Organisation Settings. General is the default tab.

The Organisation Settings page, open on the General tab, showing the Details and Content languages sections

Details

Select Edit to change Organisation name (required), Phone number, and Website (must start with http:// or https://). The name appears on inspection PDFs beside your logo.

Shown for reference only: Organisation owner email, Legal & security notifications email (same address today), and Last updated by. Contact support to change the owner email.

Content languages

English is always the source language. Enable further languages and Save to reveal translation fields on asset types, templates, response types, and similar data. Translate controls then appear for those languages.

The Content languages section, with English as the required source language and checkboxes to enable Spanish, German, French, Dutch, and Portuguese

Sites and locations

Sites & locations turns location hierarchy on for the organisation. Each site then defines its own tree in Sites admin. See Set up sites.

The Sites & locations section, with a toggle to enable location hierarchy for the organisation

Inspection rounds

Inspection rounds give field teams ordered asset stops, with group assignment, schedules, and claim-to-conduct. This section appears only on the Professional plan — see what each plan includes.

The Inspection rounds section, with a toggle to enable the inspection rounds module

Formats

Formats sets organisation defaults for language, date format, time format, and time zone. They apply until a user sets a personal override under Preferences. Site operation time zones stay per site.

Work management mode

Work Management Mode chooses how inspection follow-up work is handled:

Full Work Management — tasks stay here; root cause and resolution on completion; full analytics.
CMMS Integration — work is pushed to your CMMS; no tasks held here; analytics show issue detection only.

Only the owner can confirm it once with Confirm work management mode. After that it cannot change from this screen. See Confirm work management mode.

The Work Management Mode section, showing the Full Work Management and CMMS Integration options

Priority-based due dates

Default days from creation to due date per priority (1–365). Select Edit Due Date next to a row. Applies to tasks and incidents; under CMMS Integration the CMMS owns due dates.

The Priority-based due dates table, mapping Low, Medium, High, and Critical priorities to default due dates

Custom branding

Under Custom branding, select Upload logo (PNG, JPG, or SVG up to 4 MB). Later use Replace logo or Remove. The logo appears on reports and dashboards.

Uploading a company logo in the Custom branding section — the empty Brand logo panel, then the uploaded logo with Replace logo and Remove options

Organisation ID

Organisation ID is a system-generated reference for integrations and support. It cannot be changed. Copy it from the field when needed.

Notification defaults

Notification defaults sets organisation-wide Push and Email per event. Select Edit to change them. Users can override in Preferences.

The Notification defaults screen, with events grouped by area and a Push and Email toggle for each event such as Task assigned, Task completed, and Tasks overdue

Integrations tab

Select Create credential, name where it will be used, and confirm. The table lists Name, Client ID, Created, Last used, and Status. Treat client IDs and secrets as sensitive — see the developer documentation.

Creating an API credential on the Integrations tab — the API credentials table with client IDs masked, then the Create API credential dialog where you name the credential

When mode is CMMS Integration, CMMS Configuration also appears for downstream URLs and CMMS credentials.

Security tab

Two-step verification (MFA)

Owners and administrators always need authenticator MFA on password sign-in. Turn on Require MFA for all password users and Save to require it for everyone else.

Users without MFA are asked at their next password sign-in. They cannot turn MFA on or off themselves — use Reset MFA for lockouts. SSO sign-in does not show LambdaAssetCheck MFA; use MFA at your identity provider. Full guide: Set up two-step verification.

Single sign-on (SSO)

Full setup: Set up single sign-on. The SSO panel appears only on the Professional plan — see what each plan includes.

The Security tab with Enable SSO switched on, revealing the redirect URI to add at your identity provider, the provider picker set to Google Workspace with its setup checklist, and the Issuer URL, Client ID, Client secret and Email domains fields

Limitations

Organisation owner email is not editable here — contact support.
Work management mode can be confirmed only once, by the owner.
Which features your plan includes is listed once under what each plan includes.

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