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Update and manage company and account Settings

Settings

Update important company information quickly in the Company Details page

How do I update my Company Details?

Update your primary trade in Company Settings. This reflects in Project Categories.

How do I edit my trade?

Upload your logo and brand colors to have the CRM be an extension of your brand

How do I add my branding/logo to my CRM?

Add a coworker to help manage the CRM or assign project tasks

How do I Add a Team Member?

Contact support to update your company's legal name

I need to change my company's legal name

Company Settings

Decide where you would like to receive system notifications

Where Do I Manage My Account Notifications?

Set or edit an Out Of Office status

Update your password while logged into the CRM

How do I update my password?

How can I update my Account Information?

Account Settings

Find answers and get help from Intercom Support and Community Experts

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