Who this is for: Workspace admins
Set up the business details before preparing customer documents or inviting your team. Company settings and your personal profile serve different purposes.
Steps
Open Settings and select Company Settings.
Review the company name, email, telephone number and website. Use details your customers and team should recognise.
Complete the company address and any other required fields displayed in your installation.
Review the available app and finance settings for your workspace, including the currency, dates and timezone where applicable.
Save the changes. Before sending a document to a customer, preview it and confirm that the business details are correct.
If you get stuck
If a setting is unavailable, ask a workspace admin to check your permissions. A timezone or currency change can affect how information is displayed, so review existing documents before sharing them.