Accessing Settings
- Click the gear icon in the sidebar or navigate to Settings > Account Settings.
General Settings
- Organization Name: Your company or team name displayed across the platform
- Timezone: Default timezone for dates, times, and calendar events
Business Address
Enter your organization’s business address. This is used in PDF exports, invoices, and compliance documentation:
- Street address
- City
- State/Province
- Postal code
- Country
Saving Changes
Click Save after making changes. Settings take effect immediately for all users in the account.