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Manage company settings

Update company details and the defaults that control workflows throughout Core.

Open company settings

  1. Open Settings > Company.

  2. Review company identity and contact details; price presentation; order, job, quote, employee, communication, review, contractor, certification, API-key, and inbound-lead settings.

Change a company setting

  1. Change one section at a time. For toggles, read the accompanying help text and test the affected workflow with a new record.

  2. Treat company IDs and API keys as secrets. Regenerating a key can break an existing external integration.

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