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Configure company general settings

Use General under COMPANY to review the selected company's name and manage settings shared by company workflows.

Who can do this​

You need company:settings:view to open these settings. You need company:settings:manage to change them.

Open company settings​

  1. Use the company switcher to select the company you want to manage.
  2. Select Settings in the main navigation.
  3. Under COMPANY, select General.

Update the company timezone​

  1. In Company timezone, select the timezone used for automation schedules, delegation windows, and aging.
  2. Select Save timezone when it appears.

Update email review routing​

  1. In Email review routing, select a Default review group.
  2. Select Fallback employee if you do not want to use a group.
  3. Select Save routing when it appears.

This setting handles email review tasks when no policy matches.

Update Insights assumptions​

  1. In Insights value assumptions, enter Minutes saved per the record type your company has configured.
  2. Enter the Loaded hourly rate in US dollars.
  3. Select Save assumptions when it appears.

These values affect estimates in Insights. They do not change invoice processing or access.

What you should see​

The page shows four sections: Company profile, Company timezone, Email review routing, and Insights value assumptions. Save controls appear after you change a value.

If something goes wrong​

  • If the fields are read-only, you can view company settings but cannot manage them.
  • If a save control does not appear, the value has not changed.
  • If settings cannot be loaded, retry before making another change.

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