All systems operational

Organization Profile

Your organization profile is the identity your workspace uses everywhere — in outgoing emails, on your website content, in support, and across reports. Filling it in early keeps everything consistent.

#What to complete

FieldWhat it is used for
Company nameWorkspace identity, reports, and email sender name.
LogoBranding across the workspace and outgoing communications.
WebsiteLinked in profile and used where your public site is referenced.
Support emailWhere customer support messages and alerts are directed.
Sales emailWhere sales and demo inquiries are directed.
Business detailsCompany information used in records and communications.
TimezoneAligns schedules, timestamps, and reports.
BrandingColors and identity for a consistent look and feel.

#Where this information appears

  • Emails — sender identity and branding on outgoing messages.
  • Website CMS — where organization details are referenced.
  • Support — the addresses that receive and send support messages.
  • Reports — organization identity on summaries and dashboards.
  • Workspace identity — the name and logo your team sees.

Set support and sales emails early

These addresses route real inquiries. Setting them before you go live means nothing important lands in the wrong place.