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Guide

Configure company and office details

Review the company profile and office information that operational users rely on across Backoffice.

Open Settings → Company Setup. Review the company record before adding dependent operational configuration.

What to verify

  • Company name and the contact information intended for operational use.
  • Primary office and any additional office records your team needs.
  • Address details, time zone, and other location-sensitive values shown in your setup.
  • Which office should be treated as the default in your current workflow.

Save one logical change at a time and confirm the value remains after reloading. If an office is already referenced by active work, review the operational effect before replacing or removing it.

Company configuration is shared operational data. Do not enter tenant marketing copy, passwords, API keys, or payment card data into general company fields.