Why this matters
Your company profile and branding settings affect emails, customer-facing pages, invoices, portal visibility, and the consistency of your public experience.
What to configure first
- Company name, address, phone number, and support email.
- Logo, brand colors, and default language or timezone settings.
- Invoice identity details, tax information, and document formatting.
- Default staff signatures or shared communication details when needed.
How to approach branding
- Set your main company details first so documents generate correctly.
- Apply brand assets and verify that headers, emails, and portal pages look aligned.
- Review public pages such as forms, the knowledge base, and any login or portal screens.
- Send a test email and generate a sample document to confirm the final output.
Common setup mistake
Teams often update the logo or button color but forget invoice details, support addresses, or portal-facing text. Review both the visual brand and the operational settings together so the customer sees a complete and trustworthy experience.