Learn Mokapen

General — Information

The General section contains the core settings for your organization. This guide covers the Information tab (identity, Network, profile, billing details, contacts). The other tabs have dedicated guides:

• Closing days — holidays and cascade on bookings/HR
• Locations — operational places for shifts and presences
• Activity log — administrative audit (Owner only)

Do not confuse this section with Security (CRM data visibility) or with Users and Teams. For multi-organization context see Organizations and access; for roles, Roles and permissions.

Where to find it and who can access

Menu Organization → General. The first tab is Information.

• Member — opens Information in read-only mode; can however edit closing days and locations.
• Owner — can Save all Information fields and access the Activity log.

Information tab

A single block-based form. Only Owners see the Save button.

Identity and URL

Organization name — official title (menu, notifications, Network). Required.

Organization URL — slug after the language prefix (e.g. mokapen.com/en/my-company/...). Must be unique; spaces become hyphens. Warning: changing the URL invalidates external links (forms, bookmarks, integrations) that point to the old address.

Public / Private visibility — affects only the Mokapen Network showcase, not CRM data privacy:

• Public — listed on the Network, with score and ranking.
• Private — no showcase page; internal use only.

For CRM data (tasks, contacts, deals…) use the Security guide.

Profile completion and Network

Profile completion card (non-whitelabel orgs): logo, industry, slogan/description, contacts, social links. Clicking it opens the step-by-step guide. If public, the Network score appears below the organization name.

Profile

• Industry — business category.
• Location — address, city, country + map (lat/lng). The country is also a prerequisite for Taxes and for public holidays in closing days.
• Slogan (max 100 characters) and Description (rich editor).
• Logo — square image; without a logo, a building icon is shown.

Drive space

Attachment storage usage relative to the plan maximum (non-whitelabel orgs). When approaching the limit, consider upgrading from Billing.

Billing (entity details)

• VAT number
• Recipient code / PEC (electronic invoicing)

These are your organization's tax-identity fields, not the Mokapen subscription management (found on the Billing page of the org menu).

Contacts and social

General email, website, phone, Facebook, Instagram, LinkedIn, Twitter/X, YouTube. Filling them improves your profile completion and your Network page.

The other General tabs

From the same General area you can switch to the following tabs:

• Closing days — dedicated guide with cascade table (public booking block, HR warning, reports).
• Locations — list of locations for HR.
• Activity log — Owner-only audit.

Under Settings → Sales you will also find Currency and Taxes.

Use cases

• Public B2B startup — Network on, complete profile, LinkedIn and website.
• Private internal team — Network off; country and VAT number still filled for taxes and documents.
• Rebranding — update the name without changing the URL (or update the URL and share the new links).

Frequently asked questions

Q: Can I rename without changing the URL?

A: Yes — name and URL are separate fields.

Q: Does Private on the Network mean CRM data is private?

A: No. Use the Security page for internal data privacy.

Q: Why can't I see Save?

A: Only Owners can save Information.

Q: Where do I configure holidays and locations?

A: In the Closing days and Locations guides.