Configure business details and branding

Before you start

You need administrative permissions to change Settings.

Step by step

1. Open Business settings.
2. Review the business name, country, tax details, and contact information.
3. Check the time zone, language, and default currency for your business operations.
4. Under Branding, configure the available visual elements and review accepted file formats.
5. Review the support email and contact link customers will see in the portal.
6. Save each changed section and check the result in the relevant screen.

Review what clients will see

Keep company details separate from your personal profile. The business name and branding can appear in the client experience, while time zone affects how operations are interpreted. Review each section before saving rather than changing several settings without checking their effect.

For branding, use an accepted format and check the result in the portal. For support, test that the email or link reaches the right place. If a change is missing, confirm that you saved that section and are viewing the same business. Currency settings should not be confused with the amounts or terms already agreed for a product.

What to expect

Business details and contact points reflect your saved settings.

Troubleshooting

The default business currency does not automatically convert historical amounts in other currencies.

My profile and Business settings are different: a personal photo is not the portal logo.