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Set the company profile that the rest of the portal uses for names, schedules, and reports. This page is for MSP administrators.

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Before you start

  • You need Launch Center manage access, or tenant settings access, to save the profile. Individual setup screens can need their own permissions.
  • Decide the name clients should recognize, not an internal shorthand.
  • Know the timezone your team works in.

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Enter the company profile in Launch Center

1

Open the step

Go to Launch Center and select Company profile in Setup guide. It is in the Foundation phase.
2

Enter your details

Enter your Company name. Choose your Timezone. Enter your City and Country. You need at least a city or a country.
3

Save with Next

Click Next. It saves the profile and moves to the next step. If a field is highlighted, fix it and click Next again.
4

Check the result

Reopen the step and confirm the saved values. Then open Live verification and check that Company profile has the required launch details passes.
Limits: the company name can be up to 200 characters, and city and country up to 120 characters.

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Edit the full tenant record

1

Open Tenant settings

Go to Settings > Administration > Tenant and stay on the Details tab.
2

Edit the organization details

In Tenant Details, set Company Name and Billing Email. Choose the Primary Admin from your current staff users. Turn on Restrict users to assigned companies only if staff should only see their assigned companies.
3

Set locations and preferences

In Locations & Preferences, set Timezone, Default Language, and Default Currency. Click Add Location to add an office or site.
4

Save

Click Save Settings in the page header. Adding or editing a location saves from its own dialog.
Choose the timezone before you schedule client work, because it sets the default for scheduling and reports. Each person can still choose a personal timezone in User Settings. Review Billing separately, since a billing email does not activate a subscription.

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Troubleshooting

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Frequently asked questions

No. The check needs a name, a timezone, and a city or country.
The Launch Center profile saves with Next. On the Tenant settings page, use Save Settings in the header.
No. Review subscription and payment in Billing.