How to configure organisation settings
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:
- Log in to Zoho CRM with Administrator privileges.
- Go to Setup > General > Company Settings.
- Under the Company Settings tab, click the Edit icon.
- Fill in the relevant company details.
- Click Save to apply changes.
2. Set Your Organisation Currency
Your currency setting ensures accurate billing and reporting in Quotes, Invoices, and Campaigns.
To update your currency:
- Log in to Zoho CRM with Administrator privileges.
- Navigate to Setup > General > Company Settings.
- Open the Currencies tab.
- Select your Home Currency (e.g. GBP - British Pound) from the dropdown.
- Click Confirm.
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:
- Max size: 20 KB
- Dimensions: 190 x 65 pixels
- Formats: .jpg, .png, or .gif
To upload your logo:
- Log in with Administrator or Super Administrator rights.
- Go to Setup > General > Company Settings.
- Click Upload your logo.
- Browse your computer and upload your logo file.
4. Set the Organisation Time Zone
The time zone setting affects automated workflows and scheduling across your CRM.
To configure your time zone:
- Log in to Zoho CRM as an Administrator.
- Go to Setup > General > Company Settings.
- Under Locale Information, click the Edit icon.
- Select your Country Locale and preferred Time Zone
- Click Save.
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:
- Log in to Zoho CRM with Administrator rights.
- Go to Setup > General > Company Settings.
- Click the Edit icon.
- In the pop-up, select the Super Admin from the user list.
- Click Save.
🔐 Only users with the default Administrator profile can be assigned as the Super Administrator.
🚫 Only the Super Administrator can delete users from your CRM.
Tips
- Always double-check your logo size and format before uploading.
- Choose the correct time zone to avoid workflow automation errors.
- Use a clear naming format for your company profile
- Regularly review your organisation settings to ensure accuracy as your business evolves.
