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Business settings

Review business and document settings

Keep the company, branding, regional and document defaults used by your workspace up to date.

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Last updated 21 Oct 2026

Business settings provide the details and defaults used across customer-facing and operational work.

Steps

  1. Open Settings.
  2. Review the Company details and save any changes.
  3. Review Branding and Regional settings so they match your business.
  4. Review Documents for the available document defaults, including payment timing where it applies.

What happens next

Saved settings are used by the relevant workspace workflows; they do not change historical records automatically.

Review defaults before new work

Company, branding, regional and document values are workspace defaults for the relevant future records and communications. Confirm them before generating new customer-facing material; historical documents stay as they were saved.

See notification, scheduling-zone, customer portal and payment settings.

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Understand company, branding, regional and document defaults

Understand which workspace defaults provide the information used by future customer-facing records and communications.

Configure scheduling zones and work bases

Maintain the work bases and scheduling zones used by the workspace planning tools where those options are enabled.

Configure customer portal settings

Review the customer portal options available to the workspace before inviting customers to access their information.