Account Settings is where you configure the details that apply to your whole organization: your company logo, organization name, default currency, business address, and default timezone. Open it from the Settings menu (the gear icon in the top toolbar) and choose Account Settings. Saving applies your changes for everyone in the account.
Opening Account Settings
- Click the Settings menu (the gear icon) in the top toolbar.
- Choose Account Settings.
Access to this page is controlled by the Account Settings permission, so a team member sees it only when their role grants it.
Company logo
Upload a logo to brand your account. Drag an image onto the upload area or click it to browse. PNG, JPEG, and SVG files are accepted. Once a logo is set, you can replace it with a new upload or remove it.
Account information
- Organization Name: your company or team name, shown across the platform. This field is required.
- Default Currency: the currency used as the default across the account, chosen from the dropdown.
Business address
Enter your organization’s address. It is stored at the account level and can appear on generated documents:
- Street: the street address.
- City: the city or town.
- State or Province: the region.
- Postal Code: the postal or ZIP code.
- Country: the two-letter country code, for example US or GB.
Timezone
Set the default timezone for the account. It underpins how dates, times, and calendar events are shown. When your browser timezone differs from the saved value, ISO Mate suggests the detected timezone so you can apply it in one click.
Saving your changes
Click Save to store your changes. They take effect immediately for everyone in the account. Individual preferences, such as a personal timezone or language, are set separately on your own profile.
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