Business Profile & General Settings

Business Profile & General Settings

1. What it is

Business Profile and General Settings are where you define your organisation once for the whole platform. Business Profile holds your legal and operating details: name, timezone, address, compliance information and default work days. General Settings is a hub of cards, each opening its own settings page: branding, sign-in page, languages, operating countries, notification channels and pay rules.

• Access: both need the Admin or Super Admin role. Business Profile is at Admin → Organization → Business Profile. General Settings is at Admin → Settings → General Settings.
• What it is not: industry, website, company size, description and founding year are no longer on Business Profile. They live in Admin → Organization → Company Profile, and the edit form links there. Per-app rules (scheduling, leave, forms) live in each app’s own settings.

2. Standing it up

1. Go to Admin → Organization → Business Profile and click Edit Profile.
2. Set Timezone and Business Location (the address, with autocomplete). Locations without their own timezone use this one.
3. Under Default Work Days, tick the days your business works. With nothing ticked, Monday to Friday applies.
4. Fill in Compliance & Legal Information if you run payroll, benefits or regulatory reporting here. Every field in it is optional. Click Update Business.
5. Go to Admin → Settings → General Settings and open Brand & Theme. Set your colors and logo, then click Apply Theme. Nothing on that page reaches your people until you apply it. Brand & Theme walks through the page.
6. Open Operating Countries and Supported Languages and pick yours. To show menus and buttons in each person’s own language, turn on Show the web interface in each person’s language on the Supported Languages page.
7. Open SMS Settings and switch on Enable SMS Notifications if you want text messages. SMS is off for every new business.

Two pairings that catch admins out:

• A language needs both switches. Adding Spanish to Supported Languages does not translate the interface on its own. The web interface translation switch must also be on.
• An app’s SMS needs the global switch. The Recruiting texts switch on SMS Settings, and each app’s own text switch in its settings (Shift Marketplace, Guest Pass, E-Signature, Appointment Scheduler, Supplier Hub), send nothing until Enable SMS Notifications is on. Notification texts then go only to people with a verified phone number.

3. How it fits together

Business Profile vs Company Profile — Business Profile is the operational and legal record: name, timezone, business type, address, compliance fields and work days. Company Profile describes what your company is: industry, website, size, description and founding year. Apps read those facts from Company Profile, so edit them there.

Locked identity — the email domain, Business ID and business URL are set when the business is created. They show on the edit form as read-only and cannot be changed there.

Work days inheritance — a location’s work days come from the first of these that is set:

1. The location’s own setting
2. The default for its location level, for example “Manufacturing Plants”
3. The business default on this page

Example: the business default is Monday–Friday. The “Retail Stores” level sets Monday–Saturday. A store with no setting of its own works Monday–Saturday; the head office works Monday–Friday. Leave calculations and business-day counts follow the result. The Manage location-specific work days button on the edit form opens the level settings.

Supported languages vs interface languages — enabled languages are the ones your organisation uses for content and communications. English is always included and cannot be removed. When web interface translation is on, the same list becomes the interface languages people can pick. The interface only offers a language whose translation the platform has already published. Any other enabled language stays available for content, and the interface shows it in English. The Supported Languages page lists the languages available for the interface.

Which language a person sees — the web interface uses the person’s profile language first, then your default language, then English. People change it from the language menu in the header. Arabic and Hebrew display right to left. The sign-in pages also show a language menu when more than one language is available.

Brand & Theme — the colors, logo and favicon, fonts, sign-in page, left navigation, phone colors and Custom CSS, applied together with Apply Theme. It has its own article, Brand & Theme: every section, getting your brand from your website, readable colors, Restore, Reset, Export and Import, and dark mode.

4. Running it

Changing or revealing the Federal EIN

1. On the Business Profile edit page, find Federal EIN under Compliance & Legal Information. The current value is masked.
2. Click the eye icon to reveal it. You are asked to verify your identity first, and every reveal is recorded in the audit trail.
3. To change it, enter the new value as XX-XXXXXXX and click Update Business. You must verify your identity before the save is accepted. Leaving the field blank keeps the current EIN.

Managing operating countries

1. Go to Admin → General Settings → Operating Countries.
2. Pick your countries. The page shows how many locations and employees are in each one.
3. Mark one as the Primary Country and click Save Countries. If you remove the primary country, the first remaining country becomes primary.

Turning Messages on or off

Admin → General Settings → Messages controls whether employees can send 1:1 and small-group messages. The switch turns the Messages app on or off for your whole business, and it needs a Messages licence. Finer rules are on the Messages app’s own settings page.

5. Settings

Business Profile

Setting	Where	Default	What it changes
Timezone	Business Profile → Edit	Set when the business is created	Time used for schedules and reports, and by any location without its own timezone
Business Type	Business Profile → Edit	Customer	Categorises the business account
Default Work Days	Business Profile → Edit	Monday–Friday	Work days for leave and business-day counting when no location or level overrides them
Country of Incorporation	Business Profile → Edit (Compliance)	United States	Country where the business is legally registered
Number of Employees	Business Profile → Edit (Compliance)	Blank	Headcount for compliance. An ACA Applicable badge shows at 50 or more; with this blank, active users are counted instead

General Settings

Setting	Where	Default	What it changes
Show the web interface in each person’s language	Supported Languages	Off	Shows menus, buttons and messages in each person’s language
Enable SMS Notifications	SMS Settings	Off	Whether any text messages are sent
SMS Reply Mode	SMS Settings	One-Way SMS (Link-Driven Only)	Whether people can reply to a text
Daily SMS Limit	SMS Settings	100	Most texts sent per day
Monthly SMS Limit	SMS Settings	1,000	Most texts sent per month
Per-Recipient Daily Limit	SMS Settings	5	Once this many texts have gone to one job candidate’s number in a day, automatic recruiting texts (interview and offer reminders, recruiting alerts) to it stop for the day. Every text to the number counts; only the automatic recruiting texts are held back. Shown when the Job Board is on
Restrict to US/Canada numbers only	SMS Settings	On	Blocks texts to job candidates (automatic and sent by a recruiter) and cards shared by text to numbers outside the US and Canada (notification texts still go)
Use Custom SMTP Server	Email Notifications	Off	Sends email through your own mail server
Currency	Financial & Overtime Settings	Not chosen (US Dollar)	The organization’s currency: amounts with no currency of their own are shown in it, and new compensation entries, contracts, offer templates and classified listings start in it. Procurement, Power Tables, Asset Pro and Worklog follow it unless their own settings name another currency. Changing it does not convert amounts already entered
Overtime Threshold (hours/week)	Financial & Overtime Settings	40	Weekly hours after which overtime applies
Overtime Multiplier	Financial & Overtime Settings	1.5	Pay multiplier for overtime hours
Double Time Threshold (hours/week)	Financial & Overtime Settings	60	Weekly hours after which double time applies
Double Time Multiplier	Financial & Overtime Settings	2.0	Pay multiplier for double-time hours

The New Employee Defaults, Company Holidays and Business Time Settings cards appear only when a workforce app is enabled: scheduling, time and attendance, leave, timesheets, or skills and certifications. The Financial & Overtime card is always there, because it holds the organization’s currency.

6. More help

• Brand & Theme — colors, logo, fonts, the sign-in page and the phone’s colors.
• Company Profile — industry, website, size and description.
• Locations, Departments & Org Structure — location levels and the location-specific work days and timezones that override these defaults.
• Settings Hub & Navigation — finding and searching across all admin settings.
• Security & Sign-On — password policies, SSO and session controls.
• Admin → Settings → Translation — your terminology and how content translation behaves. The interface language switch is on Supported Languages.
• Ask AI — the assistant answers questions about business profile and general settings from these articles.