How to configure organisation settings

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Introduction

Your company settings in Zoho CRM form the foundation of your system’s setup. Whether it’s your company logo, currency, or time zone, getting these basics right ensures a consistent experience across your team.

This guide walks you through how to configure organisation settings in Zoho CRM — including setting your currency, uploading your logo, choosing the right time zone, and assigning a Super Administrator.

Setting up your Zoho CRM organisation settings is a key step for businesses looking to streamline operations and customise their CRM environment.

Step-by-Step Instructions

1. Edit Your Company Details

Customising your organisation information ensures a unified setup for your team.
To update your company profile:

2. Set Your Organisation Currency

Your currency setting ensures accurate billing and reporting in Quotes, Invoices, and Campaigns.

To update your currency:

3. Upload Your Company Logo

Make your CRM more personalised and professional by adding your business logo. This logo appears for all users within your CRM.
Logo requirements:

To upload your logo:

4. Set the Organisation Time Zone

The time zone setting affects automated workflows and scheduling across your CRM.
To configure your time zone:

5. Assign a Super Administrator

The Super Administrator manages billing, subscriptions, and high-level user roles. Only someone with Administrator privileges can be promoted to this role.
To assign a Super Administrator:

🔐 Only users with the default Administrator profile can be assigned as the Super Administrator.

🚫 Only the Super Administrator can delete users from your CRM.

How to configure organisation settings

Introduction