How to configure organisation settings

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Zoho CRM organisation settings, such as your company profile, currency, logo and time zone, form the foundation of your CRM setup. Getting these basics right in Setup > General > Company Settings gives your whole team a consistent experience and keeps reports and automation accurate.

Before you start

You need Administrator privileges to change most company settings, and only the Super Administrator can delete users or manage billing.

How to configure organisation settings

1. Edit your company details

Log in to Zoho CRM with Administrator privileges.
Go to Setup > General > Company Settings.
Click the Edit icon.
Fill in the relevant company details.
Click Save to apply the changes.

2. Set your organisation currency

Your currency setting affects Quotes, Invoices, Campaigns and other billing related fields.

Go to Setup > General > Company Settings.
Open the Currencies tab.
Select your home currency (for example GBP, British Pound) from the dropdown.
Click Confirm.

3. Upload your company logo

Your logo appears throughout the CRM for all users. It must meet these requirements:

Maximum file size: 20 KB
Recommended dimensions: 190 x 65 pixels
Accepted formats: .jpg, .png or .gif

Go to Setup > General > Company Settings.
Click Upload your logo.
Browse your computer and select the logo file.

4. Set the organisation time zone

The time zone affects when scheduled workflows and reminders run across your CRM.

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 an active user with the default Administrator profile can be selected.

Go to Setup > General > Company Settings.
Click the Edit icon next to the company name.
In the pop-up, select the Super Admin from the user list.
Click Save.

Tips

Check your logo size and format before uploading.
Choose the correct time zone to avoid automation running at the wrong time.
Review your organisation settings periodically as your business changes.

Frequently asked questions

Who can assign a Super Administrator in Zoho CRM?

Only an existing Administrator can assign the role, and only an active user with the default Administrator profile can be selected.

What logo file size and dimensions does Zoho CRM accept?

Zoho CRM accepts a logo of up to 20 KB, ideally 190 by 65 pixels, in .jpg, .png or .gif format.

Why does my time zone setting matter?

The organisation time zone affects when scheduled workflows, reminders and reports run, so an incorrect setting can cause automation to fire at the wrong time.

Need help?

Need help configuring your Zoho CRM organisation settings? Contact support@thoughtlogik.com or see our Zoho implementation services.

How to configure organisation settings

Before you start