Set up the company profile, calendar and billing details

1. 1
   Select the company

   Open Company menu and choose the company before editing.

2. 2
   Open Profile

   Use Profile in the Project Canvas rail. On mobile it remains in the bottom shortcut bar.

3. 3
   Update Overview

   Edit the company or brand name, company email, phone, website, industry and description, then save.

4. 4
   Complete Legal & payment details

   Enter the legal name and relevant registration, address, bank and payment information. Use Save billing details for this section.

Company profile and billing details belong to the selected company, whether it is a client organization or an agency. They do not overwrite the individual’s Professional Profile.

When reviewing or issuing an invoice, verify the legal parties and the accounting entity. A saved company profile does not itself change an already issued document.

1. 1
   Open Calendar

   Open Calendar while the intended company is selected.

2. 2
   Open Calendar settings

   Use the option to show events from all companies when you need a combined view; otherwise keep the current company scope.

3. 3
   Choose whether to show completed tasks

   Use Show completed tasks to include or hide completed task events. Event type and task status convey different information.

4. 4
   Save the preferences

   Set the time zone, working week and display preferences, then save. Access rules still apply to every event.

Agency teams expose Pricing & margins and Portfolio. Set margin and tax values deliberately for client delivery. These controls are hidden for a Company.

Project types remain descriptive tags. Project defaults set the initial cycle, hours, costs and invoicing rules for new projects; existing projects keep their own saved settings.