Introduction to Company Settings

The Company Settings section provides administrators and account owners with a centralized hub for managing key aspects of their organization’s configuration. This allows you to customize and fine-tune various elements of your account, ensuring that the platform is tailored to meet your business needs. From setting up organization details and business units to managing account displays and importing accounts, the Company Settings section offers tools for efficient management and streamlined operations.

In addition, this section enables you to define performance goals, access API keys for integrations, and organize how customer information is displayed. Whether you're making updates to your organization’s structure, importing critical data, or enabling seamless API connectivity, the Company Settings section is your go-to resource for overseeing the foundational settings of your business.

Prerequisites: Account owners and those with administrator access.