Configure company settings
Customize organization details, branding, and business preferences.
Access company settings
- Click your avatar/initials in the top-right.
- Select Company Settings from the dropdown.
- Choose General tab for basic settings.
Note: Only Owners and Admins can access company settings.
General settings
Update core business information:
- Organization Name – your company's display name
- Address – full business address
- Country & City – location details
- Currency – default for all financial features
Upload company logo
- In the Logo section, click Upload Logo.
- Choose an image file (PNG recommended for transparency).
- Recommended: Square/rectangular, high resolution, max 5MB.
- Logo appears in proposals, invoices, and portal.
Business details
- Business Type – Solo, Agency, or Growing Business
- Business Focus – describe your industry/services
- Website – company website URL
- Tax ID – for invoicing and compliance
Save your changes
- Click Save Changes after making updates.
- Changes apply immediately across the platform.
- Team members see updated company information.
Logo usage
Your logo appears in:
- Email templates sent to clients
- Proposals and invoices (if enabled)
- Client portal header
- Public lead forms (optional)
Best practices
- Use a high-quality logo for professional appearance
- Keep business details up-to-date for accuracy
- Review settings periodically as your business grows