Organisations

Organisations help your team work together in Paradino. Owners can invite team members, manage roles, and configure organisation-wide settings such as client and document sharing, licensee or network access, auto-sync, and custom file naming.

Getting there

There are two main places to manage organisation setup:

• Organisation Profile is where you invite members and manage roles.
• User Settings is where Owners can access Admin Settings for organisation-wide preferences.

To open your Organisation Profile, click the organisation switcher in the top navigation bar.

To open User Settings, click your user profile icon in the top navigation bar and select User Settings.

Inviting your team

In your Organisation Profile, open the Members area and click Invite.

Roles and permissions

Paradino has three organisation roles:

• Owner manages the organisation, including members, subscription access, and Admin Settings.
• Adviser can use Paradino's advice, client, document, and workflow features, but cannot manage organisation-level settings.
• Support helps the team by viewing clients and meeting summaries across the organisation, using insights, and creating strategies. Support users cannot upload recordings.

Admin Settings

Owners can find Admin Settings from User Settings. These settings apply across the organisation, not just to the Owner who changes them.

After changing Admin Settings, click Save.

Share clients and documents

Turn on Share clients and documents when your team should work from the same client and document list.

When this is enabled, members of the organisation can view each other's clients and documents inside Paradino. This is useful for shared advice teams, support staff, and practices where more than one person works on the same client file.

If this is turned off, users generally work from their own clients and documents. Support users may still have broader access depending on their role.

Licensee or network code

If your licensee or network gives your practice a code, an Owner can enter it in Admin Settings.

Linking a licensee or network can give your organisation access to shared resources such as:

• licensee or network templates
• shared Knowledge Base documents
• centrally managed practice material

If your organisation is already linked, Admin Settings will show the current licensee or network. Owners can change the code or remove the link.

Some licensee or network setups may manage templates centrally. If that applies to your organisation, some local template changes may be restricted.

Auto-sync documents

Turn on Auto-sync documents to automatically sync generated documents to linked CRM or cloud storage after saving.

This is useful when your organisation wants generated advice documents, meeting summaries, or other saved outputs to appear in the connected client file without a manual sync each time.

Auto-sync depends on the relevant integration and client folder or CRM connection being set up first. If a document does not sync, check the client's integration setup before changing the organisation setting.

Custom file naming

Owners can customise file names for downloads and syncs from Admin Settings.

There are separate formats for:

• Meeting summary file names
• Strategy and advice document file names

Use Insert variable to add dynamic fields such as client name, adviser name, meeting type, strategy name, or document dates. Variables appear inside double curly brackets, such as {{client_name}}.

For example, the default meeting summary format is:

Meeting Summary - {{meeting_date}} - {{client_name}} - {{meeting_type}}

The default strategy format is:

Strategy - {{modified_at}} - {{client_name}} - {{strategy_name}}

Filename formats must be under 100 characters and cannot include these characters outside variables:

\ / : * ? " < > |

User Settings vs Admin Settings

User Settings are personal to each user. They include details such as adviser information, licensee details, writing style, and reference Word documents for styling outputs.

Admin Settings are organisation-wide. They control how the whole organisation collaborates, syncs documents, names files, and accesses licensee or network resources.

Best practices

• Review sharing before enabling it, especially if advisers should keep client files separate.
• Set file naming formats before turning on auto-sync, so synced documents follow the right naming pattern from the start.
• Keep licensee or network codes with the people responsible for practice operations, not individual users.
• If your team uses shared templates or Knowledge Base documents, confirm the correct licensee or network is linked before generating advice documents.
• Revisit Admin Settings when your practice structure changes, such as adding support staff or joining a new licensee group.

Troubleshooting

I cannot see Admin Settings

Admin Settings are only visible to Owners. If you need to change organisation-wide settings, ask an Owner in your organisation to update them.

My team cannot see each other's clients or documents

Ask an Owner to check whether Share clients and documents is enabled in Admin Settings. Users must also be in the same Paradino organisation.

My licensee or network code is not working

Check that the code was entered exactly as provided by your licensee or network. If it still does not work, confirm that the code is active and intended for your organisation.

Shared templates or Knowledge Base documents are missing

Ask an Owner to confirm the organisation is linked to the correct licensee or network. If the link was just changed, refresh Paradino and check again.

Documents are not auto-syncing

Check that Auto-sync documents is enabled and that the relevant client has a linked CRM or cloud storage connection. Auto-sync cannot send a document to a destination that has not been connected.

My custom file name will not save

Check that the format is under 100 characters and does not contain unsupported characters such as /, :, *, ?, ", <, >, or |.