Company profile & currency
Set your workspace name, logo, brand color, regional defaults, and display currency.
Company profile & currency
Admin Console → Company Profile sets your workspace identity and defaults.
- Profile — Company Name, logo, brand color, website, industry, and size. The name, logo, and color appear in the sidebar and (unless overridden) the customer portal. A regional defaults card sets the team-wide timezone and date/number formats, which each user can override in My Settings.
- Currency — the tenant-wide default currency used to display ARR, MRR, and pipeline. Users can set a personal currency override in My Settings.
Tip
Set the brand color and logo early — they flow through to the customer portal, so your customers see your branding, not a generic default.
Related: *Portal overview: what customers see* · *Connecting your email (Gmail / Outlook)*
More in Admin & Security
- Permission groups explained
- Users and the management hierarchy
- Custom objects and Account Profile tabs
- Audit log
- Importing data
- API keys, the Developer API & MCP
- Connectors & the Data Hub
- Data Visibility: who sees which accounts
- Picklists: editing dropdown values
- Layouts & Forms: personalizing the workspace
- Catalogs: Features, Milestones, Products & Event Types
- Trash: restoring deleted records