Company hub and profile
Use Business → Company as the tenant control center, then Profile tabs for information, billing, logo, and workflow preferences.
Outcome
You can open the company hub, reach Profile (which redirects to Information), and update information, billing, logo, and preferences.
Who it's for
Company admin
Prerequisites
- Permission to view company profile
Steps
- Open Business → Company (/company). Use the action cards for Profile, Industries, ORT, Services, and Team: the same children as the sidebar.
- Open Profile (/company/profile). The product redirects to /company/profile/information. Tabs in the header switch Information, Billing, Logo, and Preferences.
- Information: keep legal/commercial name, address, and contact details accurate: they feed invoices and communications.
- Billing: review plan/payment and company billing fields (VAT, billing address) as shown for your tenant.
- Logo: upload or replace the company logo used in the app and on documents where branding applies.
- Preferences: adjust workflow settings (shift/approval and portal-related options your company uses). Save on each tab before leaving. Next in this cluster: Industries.
Visuals
Related feature
Open feature page