Set your company details

Your company's own details (name, logo, address, registration number, contact details, and base currency) live under Admin in ⟦Company Profile⟧.

1. 1Open Admin from the sidebar.
2. 2Go to ⟦Company Profile⟧ under Organization.
3. 3Update what you need.
4. 4Save.

These details are not cosmetic. They are what appears on things your customers actually see (quotes, offers, contracts, and invoices), so a stale address or an old logo goes out on real documents. It is worth checking after a move or a rebrand rather than discovering it from a customer.

The base currency is the one your totals are reported in. Individual records can be in other currencies, and money is converted into the base currency for company-wide figures. Changing the base currency changes what every total across the CRM means, so it is not a routine edit.

Your own preferences (language, notifications, personal defaults) are not here. They are under Account Settings.