Business settings store information about the organization or workspace, such as its name, contact details, address, and other details made available by your account. These values may appear in messages, templates, or shared views.
Update business information #
- Open Settings.
- Select Business.
- Review the current business and workspace information.
- Edit only the values that are changing.
- Check spelling, phone and postal formats, and the time zone or region if shown.
- Select Save Changes.
- Reopen the page and confirm the saved values.
Check the effect of a change #
Review message templates, email replies, and any public-facing or team-facing area that uses business placeholders. Correct the business information before sending customer communications.
Business information is not the same as your personal profile. Changing it may affect other users or shared messages, so confirm that you have permission before saving.
If the form rejects a value #
Use the format shown by the field, remove unsupported characters, and read the validation message. Contact an administrator if the fields are locked or the intended workspace is unavailable.
