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Manage account details (Admin)

  • Updated

Learn how to manage your organisation’s account details, including business information, contact and address details, office hours, and office‑wide configuration settings. This guide is for system administrators and explains how each setting affects access, search, and default behaviours.

This article covers:

About account details

Use account details to maintain your organisation’s core information and to control office‑level behaviours in MRI Vault. From here, you can review business identifiers, update contact and address details, set office hours, and configure defaults that impact data access, search results, distribution lists, and more.

Note: You must have system admin access to view or change account details.

Update your account details

To access and update your organisation’s information:

  1. Go to: Settings > Account Details
  2. Review your Company Name, Business Name, and ABN at the top of the page.
Note: Your 'Account ID' is unique to your organisation and cannot be edited. This unique identifier may be requested when setting up integrations or when contacting MRI Vault Support.

These fields are locked in-product. To change them, contact the support team.

  1. Update Contact Details as needed (e.g., primary phone number, email address).
  2. Update Address Details for your office
    Account-details.png
Note: If your organisation uses Branches, you can update each branch’s address here. For any additional changes, such as renaming branches, please contact the support team.

Branches.png

  1. Enter your Office Hours. If your website integration is enabled, these hours can be used on your website
    Office-hours.png

Configure office settings (Office Configuration)

Use Office Configuration to control office‑wide defaults for access, search, duplicate handling, and other behaviours. Tick the checkboxes that match your desired setup.

Tip: Some options determine whether your database behaves like an open or closed database.

Access and visibility

  • Open database - When enabled, all contact data entered into MRI Vault defaults to View/Read and Edit Access to Everyone
  • Contact Access - When enabled, new contacts default to View/Read and Edit Access to the current user
  • Note Access - When enabled, new notes default visibility to the current user
  • Duplicate Check Access - When enabled, contacts merged via the duplicate check tool default View/Read & Edit Access to the current user
    Access-visibility.png
  • Contact Search and Duplicate Checks - When enabled, contact search results show only contacts the user can view. When disabled, all contacts appear in search/duplicate results, but users still cannot open contact cards to which they don’t have access
  • Property Search and Duplicate Checks - When enabled, property search results show only properties the user can view. When disabled, all properties appear in the results, but users still cannot open property cards to which they don’t have access
  • Duplicate Check: Ignore Indefinitely - Changes the ignore window for flagged duplicates (contacts and properties) from the default 60 days to indefinite

Financial and invoicing options

  • Attach Creditor Invoice - When enabled, the Attach Creditor Invoice checkbox is pre‑ticked on receipting screens, streamlining invoice processing
  • GST Exemption - When enabled, MRI Vault assumes your organisation is not GST registered, which changes GST handling in transactions

Distribution lists

  • Contact Distribution List - When enabled, contact distribution lists are kept permanently (they do not expire after 48 hours). Remove them manually via Housekeeping > Distribution List Manager
  • Property Distribution List - When enabled, property distribution lists are kept permanently (they do not expire after 48 hours). Remove them manually via Housekeeping > Distribution List Manager
    Distribution.png

Sales and listing behaviour

  • Days on Market - When enabled, listing reports calculate Days on Market from the Web Live Date. When disabled, the calculation uses the Listing Authority Date on the property card
  • Offer Conditions - When enabled, you can set a property to Unconditional even if applied conditions at Conditional/Under Offer status have not been set to Completed
  • Suppress Sale Price Default - Sets the default to show or hide the sale price when processing a sale
  • Default Deposit % - Defines the default deposit percentage automatically calculated when the sales price is entered

Communications and unsubscribe

  • Unsubscribe - When enabled, unsubscribing affects only the specific contact record. When disabled, unsubscribing applies to the email address, affecting all duplicate contacts sharing that address
  • Unsubscribe Alerts - Select users who should receive unsubscribe email alerts. If left blank, the alert will be sent to all users assigned to the contact as a Marketing Contact or with View/Read or Edit access that the client unsubscribed
    Unsubscribe.png

Holding Area options

  • Holding Area - Add Requirement - When enabled, adding an enquiry from the Holding Area will not auto‑tick Add Requirement
  • Holding Area - Grant Access on Duplicates (Closed databases only) - When enabled, if the Holding Area flags a duplicate that the user can’t access, MRI Vault will automatically grant access to the existing contact
    Holding-area.png

CFO notifications

  • CFO User - Select a user to receive a copy of all sales trust events (e.g., when a deposit is receipted)
    Cfo.png

What's next?

Various changes are recorded in the system activity log for your review, allowing you to monitor updates and modifications over time.

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