Company Settings and Branding
The Company Settings category is where you define your business identity and communication defaults. This area controls what your teams and customers see in names, branding assets, location details, and outbound templates.
Who Can Access This
| Role | Access Level |
|---|---|
| Administrator | Full access (admin) |
| Office | View and edit |
| Sales | View and edit |
| HR Admin | View and edit |
| Payroll Admin | View and edit |
| Technician | View only or limited edit |
Sections in this category
- General: core company profile values and default operating details
- Localization: custom terminology labels for tenant-specific wording
- Logos & Branding: visual identity assets used in UI and outputs
- Addresses: primary business and supporting address records
- Email Templates: reusable email bodies for operational communications
Recommended setup order
- Complete General company profile values first.
- Upload Logos & Branding assets so documents and communications match your brand.
- Confirm Addresses for routing, compliance, and communication output.
- Apply Localization only after your team agrees on terminology changes.
- Update Email Templates and test one workflow email.
Localization and feature gating
The localization section is controlled by the Custom Terminology feature. If this feature is off for your company, the section is hidden from navigation.
When enabled, localization updates can change labels seen in multiple workflows. Roll out terminology changes in small batches and confirm key teams understand the new wording.
Logos & Branding and feature gating
The Logos & Branding section may need to be turned on for your company. If it's off, the section is hidden from navigation and branding can't be changed, but logos and colors you already saved keep appearing on emails and documents. See Logos and Branding for details.
Email template permissions
Email template actions are permission-based:
- View email templates permission to see the template library
- Create email templates permission to add templates
- Update email templates permission to edit content
- Delete email templates permission to remove templates
If buttons are missing, verify both role permission assignment and feature availability.
Troubleshooting
Localization tab does not appear
Your tenant likely does not have the localization feature enabled.
Branding assets upload but do not show immediately
Refresh the page and confirm you saved the section after upload.
Email template save fails
Check your role has update rights and confirm required fields are complete.