Purpose
Set the organization's basic details before preparing the team. Organizational Identity belongs to Planning, not this stage.
Step by step
- 1
Open your account menu → Settings → Company.
- 2
Enter the real Company Name, phone number and Company Segment / Industry.
- 3
Save the details and wait for confirmation.
- 4
In the logo area, choose an image accepted by the screen and review the preview before confirming the upload. The logo and company details have separate save actions.
- 5
Reopen Company and check that the name, phone, industry and logo were saved correctly.
Access and availability
Available controls depend on your user permissions and organization settings. If an option is missing, ask the administrator to check your module access.
Recommended next step
Create departments