Settings

Configure your company profile, currency, and platform preferences.

Company Settings#

Step 1. Go to /default/settings

Step 2. Update your company information:

• Company Name - your business name
• Company Handle - the URL slug used in all page paths
• Pipeline Configuration - default pipeline settings
• Base Currency - the default currency for deals, products, and invoices

Step 3. Click Save

Important: Changing the base currency does not retroactively convert existing deal values or invoices. Set this correctly during initial setup.

User Profile#

Step 1. Click your profile icon in the top-right corner

Step 2. Select Profile from the dropdown

Step 3. Update your personal information:

• Name - your display name
• Email - your login email
• Avatar - upload a profile picture

Step 4. Click Save

Appearance#

Step 1. Click your profile icon in the top-right corner

Step 2. Select Appearance

Step 3. Choose your preferred theme:

• Light - light background with dark text
• Dark - dark background with light text
• Device - automatically matches your system setting

The theme applies immediately across the entire platform.

Tip: Complete your company settings before inviting team members. This ensures everyone starts with the correct currency, pipeline, and company information already in place.

Invoicing Settings#

/[company]/invoicing/settings has tabs for Company Details, Defaults, Tax Rates, and - from the Growth plan - Withholding Tax, Reminders, Online payments and E-invoicing. Each is described in Invoicing.