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Renuka Shakha
Written by Renuka Shakha

Preference Settings

How to change the company details? How to change the company email? How to change the company website? How to change the company address?

Preference settings.

All the important details about your company can be set and edited here according to your preferences.

How to Add/edit company profile?

Company profile is the basics and shared information about the company for every user.

To add /edit company details. follow the given steps.

Step 1 - Go to settings from top info bar.

Step 2 - Select the preferences option and go to Company Profile section.

Step 3 - You can change your Company Logo, Company name, Company email, Phone number and Fax details from their respective fields.

Step 4 - Save the changes.

To Transfer the ownership.

Step 1 - Select the Domain Information tab in preference settings.

Step 2 - Click on the Transfer ownership button.

Step 3 - Select the user from the drop-down list.

Please note: The new owner should be assigned the role - Admin. Additionally, he/she should also be assigned to all the offices in the secondary offices. Only then, will he/she appear in the Dropdown list.

Step 4 - Save the change.