Skip to main content

Changing Company Settings

This guide explains how to update your company's information and branding within the SendSquared platform. Company settings affect how your business appears to your contacts and within the system.

Accessing Company Settings​

To update your company settings:

  1. Click on the profile icon in the upper right corner
  2. Select Global Settings from the dropdown menu
  3. Click on Company Settings

Available Company Information​

In the Company Settings section, you can update various organization details, including:

  • Company Name: The official name of your business
  • Address: Your business's physical address
  • Phone Number: Your primary business contact number
  • Website: Your company website URL
  • Industry: Your business's primary industry
  • Company Size: Number of employees in your organization
  • Time Zone: Default time zone for your account
  • Company Logo: Your business logo that appears in the platform and can be used in communications

Updating Company Information​

To change any of your company details:

  1. Locate the field you wish to update
  2. Enter the new information in the appropriate field
  3. Scroll to the bottom of the page
  4. Click the Update button to save your changes

To update your company logo:

  1. In the Company Settings page, locate the logo section
  2. Click on the current logo or the Upload Logo button
  3. A file browser will open
  4. Navigate to and select the image file you want to use
  5. Click Open or Select to upload the image
  6. After the image uploads, click Update at the bottom of the page to save changes

Logo Requirements and Best Practices​

For optimal display of your company logo:

  • Use a PNG or JPG file format
  • Upload a logo with transparent background (PNG) if possible
  • Recommended dimensions: 250px x 100px
  • Maximum file size: 5MB
  • Use a high-resolution image for best appearance
  • Ensure the logo is clearly visible when scaled down
tip

Square logos tend to display better throughout the SendSquared interface than very wide or tall logos.

How Company Settings Are Used​

Your company settings affect multiple areas within SendSquared:

  • Branding: Your logo appears in the SendSquared dashboard
  • Communications: Company details can be used in email templates and communications
  • Reporting: Company information appears on reports
  • Contact Management: Used to identify your organization to contacts

Importance of Accurate Company Information​

Maintaining up-to-date company information is important for:

  • Professional appearance in communications
  • Accurate contact details for your clients
  • Consistent branding across all touchpoints
  • Compliance with communication regulations

Troubleshooting​

Changes Not Saving​

If your changes aren't being saved:

  • Ensure you've clicked the Update button at the bottom of the page
  • Check that all required fields are filled out correctly
  • Try refreshing the page and making the changes again

Logo Not Uploading​

If you're having trouble uploading your logo:

  • Check that the file is in a supported format (JPG, PNG)
  • Verify the file size is below the maximum limit
  • Try a different browser or clear your browser cache
  • Resize the image to recommended dimensions before uploading

Next Steps​

After updating your company settings, consider: