Edit your business or organization profile

Update the name, contact details, logo and timezone used by your workspace.

Owner
Who can do this
Owners with Manage business settings, roles & permissions; Nonprofit identity: Review legal organization identity
Where
Settings
On this page

Your profile supplies the business identity and contact details used by documents.

Update the profile

  1. Open Settings.
  2. Select Business profile, or Organization profile for Nonprofit.
  3. Enter the business or organization name.
  4. Update Address, Business email, Phone (optional) and Website (optional) as needed.
  5. Select a Timezone.
  6. Select Save changes.

Profile fields for name, logo, contact details and timezone

The name is required and can contain up to 255 characters. The address can contain up to 2,000 characters. Enter a full website address when you provide one.

To add a logo, select Upload logo and choose an image up to 2 MB. If a logo already exists, Remove logo clears it when you save. The business type and web address are displayed as reference values; this form does not change them.

The owner profile shows Legal organization name and I have reviewed this legal identity when you have the required permission. Enter the legal name and address before confirming and saving.

A non-owner with Review legal organization identity permission can select Settings, then Organization profile to open the dedicated profile form. Enter the legal name and address, select I reviewed the legal organization identity above for acknowledgment issuance., then select Confirm legal identity. Earlier acknowledgment versions remain unchanged. Editing identity details later can require a fresh confirmation before another acknowledgment is issued.

Nonprofit legal identity confirmation form

For currency and fiscal year, continue to Check your accounting setup.

Good to know

The main profile page is owner-only and requires the Manage business settings, roles & permissions permission. Nonprofit legal identity also requires Review legal organization identity permission.

Was this helpful?

Reviewed · View as Markdown