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Company Settings Overview

Learn how to access and navigate your company settings.

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Written by Guy Halperin
Updated over 3 months ago

Accessing Company Settings

  1. Go to Settings in the admin sidebar

  2. You'll see the Company Settings page


Page Layout

The settings page has two tabs:

  • Company — Basic company information and preferences (always visible)

  • Integrations — Connected data integrations (only visible if you have active integrations)


What You Can Configure

Company Tab:

  • Legal Name

  • Display Name

  • Preferred Currency

  • Week Start Day

Integrations Tab:

  • View connected integrations and their status


Saving Changes

  1. Make your changes to any field

  2. The Save Changes button becomes active when you have unsaved changes

  3. Click Save Changes

  4. A confirmation message appears when saved successfully

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