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 Administrator button (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

Field	Description
Name	Your company's name
Email	Main company email address
Website	Your company website URL
Time Zone	Dropdown menu with time zone options
Working Days	Your operating days (e.g., "Monday through Friday")
Working Hours	Your business hours (e.g., "8:00 AM - 5:00 PM ET")
Phone Number	Main company phone
Address	Street address
Address 2	Suite or unit number (optional)
City	City name
State	State dropdown selection
Zip	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 company information

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

Troubleshooting

Error Messages

"Please enter a valid email"

• Check for @ symbol and proper format

"Required field"

• Fill in all required fields

"Invalid ZIP code"

• Enter a valid ZIP code format

Next Steps

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