Office settings

Change office details

1. Open Settings → General.
2. Check the active office.
3. Review the display name, legal details, and monthly close day.
4. Change only the fields you intend to update.
5. Choose Save changes and check the result.

The task assignment policy controls who may assign work. Have an office owner or administrator choose the policy that matches your team’s responsibilities.

Other settings

Use the settings navigation for contacts, imports, form templates, accounting templates, attendance, document reading, and service connections.

Personal preferences

Language, appearance, and navigation color are under Preferences in your user menu. Change personal preferences.

A setting is read-only

Your role may allow viewing but not editing. Ask the authorized manager rather than changing another office’s settings.