Docs/Settings

Organization

Logo, company name, what you do and where, and the companies you belong to.

Settings, Organization is the company itself: its logo, its name, what it does and where, and the list of companies you belong to. The page tells you your role at the top of Organization details.

Change the logo

Under Company logo, click Upload, or Change once one is set, and pick a square image. It shows in the sidebar and in the Companies menu. Owners and admins can change or remove it.

Rename the company

Under Organization details, edit the name and click Save. Owners and admins can do this; a member sees the name and a note saying who can edit it.

Say what you do and where

Under Services and service area, list the work your business performs, one service per entry, and the towns or cities you serve, not ZIP codes, then click Save service profile. Leaving either list blank is fine. Once they are filled in, the summary on a call or chat lead points out an enquiry that looks outside what you do or where you work. Nothing is ever hidden or rejected because of it.

Only the person who created the workspace can change these two lists. Everyone else can see them, with a note saying so. You can also fill them in during onboarding.

Your organizations

The last card lists every company you belong to, with your role in each and an Active mark on the one you are working in. Switch between them from the Companies menu at the top of the sidebar.