---
title: "Setting Company Profile"
description: "How to Set Up Your Company Profile in Agentcis?"
url: https://support.agentcis.com/en/articles/100-setting-company-profile
collection: "Preference Settings"
updated: 2026-09-22
language: en
---

# Setting Company Profile

How to Set Up Your Company Profile in Agentcis?

Your company profile in Agentcis forms the foundation of your business identity across the platform. The details entered here—such as your logo, company name, contact information—are automatically reflected in key client-facing documents including **Invoices**, **Quotations**, and **Receipts**.

Setting up your company profile ensures that every document you send looks professional and consistent with your brand. This article guides you through the steps to add and update your company details in Agentcis.

**Why Is the Company Profile Important?**

Your company profile details:

-   Are automatically pulled into documents for consistency.
    
-   Enhance your brand's credibility with clients.
    
-   Save you time by avoiding repeated manual entry.
    

## **Steps to Add or Update Your Company Profile in Agentcis**

### **Step 1: Go to Settings**

From the top information bar of your Agentcis dashboard, click on the **Settings** icon.

![](https://staticfiles.gleap.io/ghelparticle/rv6eIpThFYQQLnfKHbgiZfbTw1X27ymLk8wuv7u34xJ9ZQekzBs7ZHvKzB4xWu98GD4iMerKrZ6.png)

### **Step 2: Select “Preference”**

Within the Settings menu, click on **Preference**. This section allows you to manage general preferences, including your company information.

![](https://staticfiles.gleap.io/ghelparticle/iM00DWtvSoOGZFoAzgQVDZmavVisyHswgkg0CybPA5Lqb10zbY9c83mxZ5GPceErFtNVFt22lzM.png)

### **Step 3: Upload Your Company Logo**

Click on the **“Upload Logo”** option to begin the logo upload process.

![](https://staticfiles.gleap.io/ghelparticle/5dMzO3YSBiR7HT8r2zCkKRi8uAGDXfj5o9mOpS2lS4Cv5PgUyqIN5qz8LVu5LvzxPP0LSUBNIuz.png)

> **Note:**
> 
> -   Supported file formats: **.png**, **.jpg**, **.jpeg**
>     
> -   Maximum file size: **2MB**
>     

> **Info:** Note: Supported file formats: png, jpg, jpeg
> Maximum file Size:2MB

### **Step 4: Select the File from Your Device**

Browse your local storage and select your company’s logo file.  
You can also **preview or change the logo view** before saving, ensuring it appears correctly on all documents.

![](https://staticfiles.gleap.io/ghelparticle/NxSNquLMYqapjOKa3SwNimmUwCWbQczKyJMTXDMDeya25gEb8d2YL914sjQ6ZMbwc0lylNtIyPF.png)

### **Step 5: Save the Logo**

Once your logo is uploaded and you're satisfied with how it looks, click **Save** to confirm the changes.

![](https://staticfiles.gleap.io/ghelparticle/cFLaLQc6weqq0PhJyO7dKoJeuitn9NICZAgjOzuw1VcTrSJwIgICxaNI8PTbEH8kHF6QPUoqkJ4.png)

### **Step 6: Enter Additional Company Information**

Below the logo section, fill in the following fields:

-   **Company Name**
    
-   **Company Email Address**
    
-   **Phone Number**
    
-   **Fax Number** _(optional)_
    

![](https://staticfiles.gleap.io/ghelparticle/D8Z7F7SBL9nM5qSnajPlACKgH0375WJf7TYlnb9lRdJ403D8WN4LXF4qEqmuIS4Kr2D6Qr5WN49.png)

Ensure that the information is accurate, as it will be included in all formal communication sent via Agentcis.