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How to Setup Organization Info & Branding

In this video, I will show you how to update your organization’s information. Organization settings control how your data appears across your productions, documents, and reports.

To begin, click on the Settings menu.

First, we will look at Basic Info. Click the Edit button to update your Organization Name or Website. Click Save to apply the changes

 It is important to note that these settings apply to the entire organization, not just a single project.

You can also update your Organization Logo here. This logo is used on your exported documents and reports to ensure professional branding.

Next is Contact Information. Here you can update details such as your Primary Email, Secondary Email, Phone Numbers, and your company Address.

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