Open Settings > Organization. This area requires Full Access and Manage Settings.
- Organization Name: the company name used by the workspace.
- Phone, Street Address, City, State, and ZIP Code: your business contact information.
- Contact Email: general organization contact address.
- Billing Email: the organization's billing contact address; it is separate from a client's invoice recipient.
- Website URL: the organization's website.
- Agency License # and FEIN Number: organization identifiers used where supported. Enter the correct business identifiers, not an individual's account credentials.
Regional defaults
- Default Currency: establishes the workspace's currency context. Changing it is not a currency-conversion transaction.
- Timezone: supplies the workspace timezone for supported scheduling and automated delivery, including daily briefings and invoice reminders.
- Document Date Format: controls supported generated-document date presentation.
- Document Time Format: controls supported generated-document time presentation.
Apply changes
- Update the relevant fields.
- Save the organization settings and wait for confirmation.
- Review a newly generated document or preview that uses the changed fields.
These defaults can affect client-facing output. Existing exported or downloaded files are not rewritten by changing a setting. Organization logos, login branding, numbering, and invoice defaults have dedicated guides in this topic.