Company Settings

Company Settings lets you view and edit your organization's basic information including name, contact details, and working hours.

Click to enlarge - Company settings configuration page

How to Access

1. Click the Settings icon (gear icon) in the top navigation bar
2. Select Company from the left sidebar
3. Click Info

What You'll See

The Company Info screen displays your organization's information in editable fields.

Fields on This Screen

Name

• Your company's name
• Appears in system emails and letters

Email

• Main company email address
• Used as default "from" address for system emails

Website

• Your company website URL
• Optional field

Time Zone

• Dropdown menu with time zone options
• Default: Eastern
• Affects all date/time displays in the system

Working Days

• Text field for your operating days
• Example: "Monday through Friday"

Working Hours

• Your business hours
• Example: "8:00 AM - 5:00 PM ET"

Phone Number

• Main company phone
• Format: (123) 456-7890

Address Fields

• Address: Street address
• Address 2: Suite or unit number (optional)
• City: City name
• State: Two-letter state code dropdown
• Zip: 5-digit ZIP code

How to Edit Settings

Making Changes

1. Click the Edit button (green button, top right)
2. The fields become editable
3. Make your changes:
   • Type in text fields
   • Select from dropdowns
   • Tab between fields
4. Click Save to keep changes
5. Or click Cancel to discard changes

What Happens When You Save

• Changes take effect immediately
• All users see the updated information
• System emails use the new information
• A success message appears briefly

Common Tasks

Update Business Hours

1. Click Edit
2. Click in the Working Hours field
3. Delete the old hours
4. Type new hours (e.g., "9:00 AM - 6:00 PM ET")
5. Click Save

Change Time Zone

1. Click Edit
2. Click the Time Zone dropdown
3. Select your time zone from the list
4. Click Save

Update Address

1. Click Edit
2. Update the address fields as needed
3. Use Tab to move between fields
4. Click Save

Tips

TIP

• Changes save immediately - there's no draft mode
• Required fields are marked with an asterisk (*)
• Email addresses must include @ symbol
• Phone numbers auto-format as you type

Error Messages

"Please enter a valid email"

• Check for @ symbol and proper format

"Required field"

• Fill in all fields marked with *

"Invalid ZIP code"

• Enter exactly 5 digits

Next Steps

• User Management - Add or edit user accounts
• Communication Settings - Set up email servers
• Email Templates - Create email templates