Organization Settings
The Overview tab on the Settings page holds your organization-wide identity, branding, and regional preferences. Changes here apply to everyone in your organization.
Overview
The Organization (Overview) settings let you:
- Set your organization name and contact details (website, phone, address)
- Upload a logo and an icon for branding
- Choose a primary brand color
- Set your timezone, currency, date format, and fiscal year start
- View your organization ID
Navigate to Settings
Open Admin → Org Settings (or go to /settings). The page opens on the Overview tab. The other tabs — Members, Email, Security, and Billing — are documented separately.
Editing organization settings requires the Owner or Admin role.
Basic Information
The Basic Information card covers your organization name and contact details.
| Field | Description |
|---|---|
| Organization Name | Your company name (required). Shown in the page header and used for branding. |
| Website | Company website URL (for example, https://example.com). |
| Phone | Main business phone number. |
| Address Line 1 | Street address (for example, 123 Main St). |
| Address Line 2 | Additional address detail such as a suite or unit. |
| City | City. |
| State | State or province. |
| ZIP Code | Postal/ZIP code. |
Regional Settings
The Regional Settings card controls timezone, currency, and date formatting.
| Field | Options |
|---|---|
| Timezone | Eastern, Central, Mountain, Pacific, Arizona, Alaska, and Hawaii time, plus UTC, London (GMT/BST), and Central European Time. |
| Currency | US Dollar (USD), Canadian Dollar (CAD), Euro (EUR), British Pound (GBP), Australian Dollar (AUD), or New Zealand Dollar (NZD). |
| Date Format | MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD, or MMM D, YYYY. |
| Fiscal Year Starts | The month your fiscal year begins (January through December). |
Branding
The Branding card lets you upload a logo and an icon and pick a primary color.
Logo
The logo is used for invoices, quotes, and the sidebar when it is expanded.
- Under Logo, click Upload (or Change to replace an existing logo).
- Select a PNG, JPG, SVG, or WebP image. The maximum size is 2 MB.
- To remove the logo, click the trash icon next to it.
Icon
The icon is a square image used for the collapsed sidebar and the browser tab.
- Under Icon, click Upload (or Change).
- Select a square PNG, JPG, SVG, or WebP image, up to 2 MB.
- To remove the icon, click the trash icon next to it.
Logo and icon uploads take effect immediately — you do not need to click Save Changes for them.
Primary Color
Set a single Primary Color using the color picker or by entering a hex value (for example, #3b82f6). This color is used for buttons, links, and accents throughout the app.
Organization ID
The Organization ID card displays your organization's unique identifier. This is read-only and is useful when contacting support or working with the API.
Saving Changes
Click Save Changes to persist edits to Basic Information, Regional Settings, and the primary color. Logo and icon changes save on upload and do not require this button.
Tips
- Complete your contact details so they appear consistently across the app.
- Upload both a logo and an icon — the logo shows in the expanded sidebar and the icon shows when the sidebar is collapsed.
- Match the date format and timezone to how your team actually works to keep dates and schedules accurate.