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
| Field | What it is used for |
|---|---|
| Company name | Workspace identity, reports, and email sender name. |
| Logo | Branding across the workspace and outgoing communications. |
| Website | Linked in profile and used where your public site is referenced. |
| Support email | Where customer support messages and alerts are directed. |
| Sales email | Where sales and demo inquiries are directed. |
| Business details | Company information used in records and communications. |
| Timezone | Aligns schedules, timestamps, and reports. |
| Branding | Colors 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.
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