Your company's name, contact details, address, time zone and logo are on the first card of the Setup page. In the Admin view, go to Settings > Company > Setup, select Edit on the company profile card, make your changes and select Save.
Who can do this: Admins whose permission group can view Settings Setup. Changing it needs the edit permission for Setup.
Update your company information
Select Admin in the Worker / Admin toggle at the top of the page.
In the left menu, open Settings > Company, then select Setup in the left pane.
On the company profile card (the first card), select Edit.
Update the fields you need. To change the logo, select the pencil on the logo.
Select Save. To throw away your changes, select Cancel.
The fields
Field | Required? |
Company Name | Yes |
Business Name | Yes |
Company Email | Yes. It must be a valid email address. |
Company Phone | Yes. 10 digits. |
Business Phone | Yes. 10 digits. |
Time Zone | Yes |
Company Website | No |
Address | No, but if you start an address you must fill in all of it. |
Mailing Address | No, but if you start it you must fill in all of it. |
The rest of the Setup page
Below the company profile, the same page has cards for company-wide rules. Most cards have their own Edit button:
System Module: advance repayments, timesheet approval, manager approval for requests, and the Closed Sale Import Lock.
Pay Frequency: how often you pay.
Override and Tiers.
Custom Payroll Fields and Custom Sales Fields.
Email: the master switch for Sequifi email, plus the list of allowed email domains.
Banking & tax change alerts.
Companies that pay through SequiPay also see SequiPay cards on this page. See Company Setup page tour for every card.
Older guides mention a setting for "costs deducted before commissions". It no longer exists. They also say the email domain list is only for documents. It isn't: the Email card controls almost all Sequifi email. See Why aren't my workers getting Sequifi emails?
On the mobile app
Company information can't be changed in the mobile app. Use a web browser.
Troubleshooting
Problem | What to do |
There's no Edit button on the card | Your permission group can view Setup but not edit it. Ask a Company Admin. |
Save doesn't go through | Check the required fields. Phone numbers need 10 digits, the company email must be valid, and a time zone must be selected. If you started an address, complete every part of it. |
You can't find Settings | You may be in the Worker view. Select Admin in the toggle. If there is no Admin tab, your permission group doesn't include Admin permissions. |
Related articles
Still stuck? Getting help from Sequifi Support.