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How to edit your organization profile and branding

Your organization profile holds your business name and branding, which appear across the workspace and on client-facing documents.

#When to use this

Use this when setting up your workspace or when your business name, logo, or branding changes.

#Step by step

1

Open organization settings

Go to Settings and find your organization profile and branding.
2

Update your details

Edit your organization name and branding fields.
3

Upload your logo

Add or replace your logo where branding is configured.
4

Save

Apply the changes across the workspace.

#Expected result

What you should see

Your organization name and branding update across the workspace and on documents that display them.

#Common mistakes

  • Editing your personal profile instead of the organization profile.
  • Uploading a low-resolution logo that looks blurry.

#Troubleshooting

If this happensTry this
Logo looks wrongRe-upload a higher-resolution image in a supported format.
Branding not showing on documentsRe-save the branding settings and re-open the document.

#Best practices

  • Set your branding early so client documents look professional.
  • Use a clear, high-resolution logo.

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