Organization owners and administrators
Set up your company
A guided checklist for company identity, team access and communication readiness.
What to do
- Open Settings → Company setup. Each step reflects the current organization only.
- Start with Company identity. Save your name, colors and company-approved document texts in Design & emails. A logo is optional and must pass the security scanner.
- Review Your team and invite colleagues when needed. A single-person company can keep working without adding anyone.
- Review Email templates in each language you use with the safe previews. A review indicator remains visible because software cannot approve the meaning of your text for you.
- Review Customer access if you intend to use the customer portal. Existing accepted and pending invitations are shown; the checklist does not create accounts or grant access.
- Use Check setup again after changes. Additional email delivery stays blocked until a verified delivery connection is separately activated.
Before you continue
Configured means the relevant data exists. It is not a certification of legal compliance, mail delivery or readiness for every business process.
Optional items do not prevent daily service work. There is no invented all-green score for unavailable integrations.
Questions and troubleshooting
Can I skip the logo or customer portal?
Yes. They are optional; complete them when your company needs them.