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Company Settings

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The Zoho Desk company settings page is where you store your organisation’s core details: contact numbers, address, website and administrative contacts. Keeping it accurate helps agents find correct company information quickly, which improves response times and customer satisfaction.

How to add or edit your company profile

  1. Go to Setup > Organization > Company.
  2. Click Edit in the upper right corner of the Company Information page.
  3. Update the fields you need, including Company Name (mandatory), Logo, Employee Count, Phone Number, Mobile Number, Fax, Website, Primary Contact (mandatory, must have the Administrator profile), Complete Address, Currency Locale (mandatory) and Notes.
  1. Click Save to update the profile.

Setting the currency locale

  1. Go to Setup > Organization > Company.
  2. Click Edit.
  3. In the Primary Information section, choose the correct currency locale. This is used for cost computation in the Time Entry module.

Assigning a Primary Contact (Super Administrator)

  1. Go to Setup > Organization > Company.
  2. Click Edit.
  3. In the Primary Information section, choose a user from the Primary Contact dropdown. Only active users with the Administrator profile can be selected.
  4. Click Save.

Tips

  • Keep the Primary Contact up to date to avoid issues with billing and official communication.
  • Use the Notes field for internal information, such as renewal dates or special instructions.
  • Review the company profile again after any organisational change.

Frequently asked questions

What fields are mandatory in the company profile?

Company Name, Primary Contact and Currency Locale are mandatory.

Who can be set as the Primary Contact?

Only an active user with the Administrator profile can be selected as the Primary Contact.

Why does the currency locale matter?

It is used for cost computation in the Time Entry module, so it should reflect the currency your support team actually works in.

Need help?

Need help setting up your Zoho Desk company profile? Contact support@thoughtlogik.com or see our Zoho implementation services.

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