Review the company profile
Find company identity and settings before making a profile change.
All topics
Use Company profile in Settings to review the active company's details.
- Confirm that you have selected the intended company.
- Open Settings and Company profile.
- Review the company information and the settings shown on the page before making changes.
The page loads the company profile together with banking settings and available default accounts. Opening it does not save changes. Save is a separate action for users with company-update access. If Save is unavailable, ask an administrator to review your access rather than expecting view access to allow edits. Adding a director or shareholder also has its own permission.