Organization profile

The Organization card on Settings links to your Profile page at /user-profile-settings/profile. Tabs include Personal, Business information, Billing Details, Timezone, Currency, and Account Settings. Incomplete data causes wrong invoice addresses, emails sent in incorrect timezones, and reports in the wrong currency. Billing Details is typically Owner-only and requires Billing Name and GST/HST Number for tax-compliant PDFs. Complete tabs in order during onboarding before subscription and integration work.

Video

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Who can do this

Access varies by tab—see table in steps. Links hidden from your card mean insufficient role; contact the Owner.

Before you begin

• Legal company name and billing address
• Workspace timezone where most users operate
• Currency for deals and reporting
• GST/HST or VAT ID if required

What you'll accomplish

• Personal and business identity saved
• Billing block matches finance records
• Timezone and currency drive scheduling and reports

Step-by-step procedure

1. Settings → Organization → pick a tab.

Personal (?tab=personal)

Complete Full Name, Email, Phone, optional Department; save.

Business information (?tab=business)

Enter company name, address, website, industry; save. Feeds Knowledge Hub.

Billing Details (?tab=billing, Owner)

Enter Billing Name, billing email, address, phone, GST/HST Number; use Same as company when applicable; save.

Timezone (?tab=timezone)

Select zone for reminders, campaigns, calendar, reports; save.

Currency (?tab=currency)

Select workspace currency for deals and Book of Business; save.

Account Settings (?tab=account)

Update regional preferences and security (password, sessions); save.

Recommended order: Personal → Business → Billing → Timezone → Currency → Account → Billing settings → Integrations.

Verify your work

• UI labels match product
• Primary action completes without error
• Data persists after refresh

Tips

tip

Use workspace search if you cannot find a sidebar item—some modules are role-gated.

Troubleshooting

| Billing tab missing | Sign in as Owner | | Save error | Required field empty—read validation message | | Reports wrong timezone | Confirm workspace tab, not device clock alone |

See also

• Complete your profile
• Billing settings
• All Settings overview

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Field reference (product UI)

Use exact labels when training users or recording videos—they match the live workspace.

Area	Where to find it
Settings hub	/settings — card groups match this Help sidebar
Profile tabs	/user-profile-settings/profile — Personal, Business, Billing, Timezone, Currency
Workspace admin	/workspace — Settings, Modules, Resources, Delete
Team	/workspace/users — Members through Roles & Permissions

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Admin checklist

1. Complete organization profile and billing before inviting the team.
2. Enable only modules you licensed under Workspace modules.
3. Connect integrations before messaging or automation go-live.
4. Populate Knowledge Hub before AI Employees or voice.
5. Verify Notification preferences personally after changing templates.

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Verify your work (extended)

• Settings save without error toast
• A non-admin test user sees expected sidebar (no billing cards if Member)
• Related module (Contacts, Inbox, Campaigns) reflects the configuration change
• Refresh browser after role or module changes

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Troubleshooting (extended)

Symptom	Likely cause	Fix
Settings card missing	Role or module gate	Check Roles and Modules
Save does nothing	Validation error on required field	Scroll for red highlights; complete * fields
Team sees old behavior	Cached session	Hard refresh; user re-login
Integration broken after change	Order of setup	Reconnect integration; check Communications settings