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Rupal Bhardwaj
Written by Rupal Bhardwaj

Preference Settings


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.


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