Settings (Company profile)
Where an admin maintains the firm's profile: company name, identifiers, contact details, address and logo.
Workflow group: Company config · Sidebar: Settings Who sees this: Admins only (at the active company).
The firm's own profile: company name, identifiers, contact details, address, and logo. These details brand the app and flow into client-facing documents and invites. The sibling settings pages - Message templates and Professional trustees - live under the same /settings path.
Settings - /settings
- Intent: Where an admin maintains their firm's profile: the company name, identifiers, contact details, address, and logo. These details brand the app and flow into client-facing documents and invites.
- Who can access it: Admin only (at the active company). Managers, advisers, and read-only users see a red "you don't have access" notice instead of the form. If no company is currently active, an informational notice appears instead.
- What you can do:
- Upload or replace the company logo (image files only, up to the image size limit). A newly uploaded logo appears immediately in the app's branding.
- Edit the company name.
- Edit the registration number and VAT number.
- Edit the support email address and contact phone number.
- Edit the company address using the address lookup field (search/select an address, which fills line 1, line 2, city, postcode, country). Clearing the address removes it.
- Save the whole form with the Save button; a success toast confirms, or an error toast if it fails.
- What you see: A page header ("Settings" with the company name in the subtitle) and a single "Company profile" card containing the profile form (logo uploader followed by the text/email/phone/address fields).
- States: Loading shows a spinner with "Loading…". Load failure shows a red error alert with a "Try again" button. No active company shows a "no company selected" notice. Non-admins see a "forbidden" notice.
- Related pages / flow: Reached from the app's Settings navigation. Sibling settings pages: Message templates (
/settings/message-templates) and Professional trustees (/settings/professional-trustees).
Related
- Message TemplatesProductAuthor and maintain the reusable email and SMS copy used when inviting clients to start their will.
- Professional TrusteesProductMaintain the firm's professional (corporate) trustees so they can be assigned as a trustee on any order.