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How to Update Company Profile

Configure your organization's basic information including address, timezone, and currency for accurate reporting and scheduling.

Quick Summary

Go to Settings gear → Company Profile to update your organization address, timezone, and currency settings.

Before You Begin​

Requirements
  • You must be an Organization Admin or Owner
  • Or have the organizations:update permission

Step-by-Step Guide​

Step 1: Open Company Profile​

  1. Click the Settings gear () at the bottom of the sidebar
  2. Select Company Profile

Step 2: Review Organization Information​

You'll see your organization's current settings:

FieldDescriptionEditable
Organization NameYour company name (shown at top)No
Organization URLYour unique Infodeck URLNo
Organization VATTax identification numberYes
Organization AddressPhysical business addressYes
TimezoneDefault timezone for the organizationYes
CurrencyCurrency for labor costs and reportsYes
Read-Only Fields

Organization Name and Organization URL are set during registration and cannot be changed. Contact Infodeck Support if you need to modify these.

Step 3: Update Organization VAT (Optional)​

  1. Click the Organization VAT field
  2. Enter your company's VAT or tax ID number
  3. This appears on invoices and reports

Step 4: Update Organization Address​

  1. Click the Organization Address field
  2. Enter your complete business address
  3. This is used for correspondence and documentation

Step 5: Set Timezone​

  1. Click the Timezone dropdown
  2. Search or scroll to find your timezone
  3. Select the appropriate timezone
Why Timezone Matters

The timezone setting affects:

  • Due dates displayed on work orders
  • Notification timing for overdue task alerts
  • Report timestamps and scheduling
  • SLA calculations for time-based metrics

Step 6: Set Currency​

  1. Click the Currency dropdown
  2. Search or select your preferred currency
  3. This currency is used organization-wide

Currency applies to:

  • Labor cost calculations
  • Work order cost tracking
  • Financial reports
  • Budget widgets on dashboards

Step 7: Save Changes​

  1. Review your updates
  2. Click the Save Change button
  3. You'll see a success message confirming your changes

Field Reference​

FieldRequiredMax LengthDescription
Organization URLRead-only—Set during registration, cannot be changed
Organization VATNo5000 charsTax identification number
Organization AddressNo5000 charsBusiness mailing address
TimezoneYes—Select from global timezone list
CurrencyYes—Select from supported currencies

Real-World Examples​

Example 1: Set Up a New Organization​

Situation: You just registered your facilities management company and need to configure the basic profile.

Solution:

  1. Go to Settings gear → Company Profile
  2. Enter Organization VAT: GB123456789
  3. Enter Organization Address: 123 Business Park, London, UK
  4. Set Timezone: Europe/London
  5. Set Currency: GBP - British Pound
  6. Click Save Change

Result: Your organization is configured with UK settings, and all work orders, reports, and costs will use GMT timezone and British Pounds.

Example 2: Update Timezone for Remote Team​

Situation: Your facilities team operates across multiple locations, but you want all scheduling based on headquarters timezone.

Solution:

  1. Go to Settings gear → Company Profile
  2. Change Timezone to your headquarters timezone (e.g., America/New_York)
  3. Click Save Change

Result: All due dates and notifications are now based on Eastern Time, providing consistency for scheduling across your distributed team.

Example 3: Change Currency for Financial Reporting​

Situation: Your company has switched reporting currency from USD to EUR for alignment with European operations.

Solution:

  1. Go to Settings gear → Company Profile
  2. Change Currency from USD - US Dollar to EUR - Euro
  3. Click Save Change

Result: All labor costs, work order expenses, and financial reports now display in Euros.

Timezone Considerations​

Choosing the Right Timezone​

ScenarioRecommended Approach
Single locationUse local timezone
Multiple locations, one HQUse headquarters timezone
Global operationsUse UTC for consistency
Regional teamsConsider separate organizations

How Timezone Affects Features​

FeatureImpact
Work Order Due DatesDisplayed in organization timezone
Overdue NotificationsSent based on organization timezone
Calendar ViewShows events in organization timezone
SLA TimersCalculate based on organization timezone
Data ExportsTimestamps are in UTC (noted in file)

Currency Settings​

Supported Currencies​

Infodeck supports major world currencies including:

  • USD (US Dollar)
  • EUR (Euro)
  • GBP (British Pound)
  • SGD (Singapore Dollar)
  • THB (Thai Baht)
  • And many more...

Where Currency Appears​

FeatureUsage
Work Order CostsLabor and material costs
Dashboard WidgetsCost-related metrics
ReportsFinancial summaries
Asset MaintenanceCost tracking

Troubleshooting​

Can't Edit Fields​

IssueCauseSolution
All fields disabledInsufficient permissionsContact your organization owner or admin
Specific field grayed outField is read-onlySome fields (URL, name) can't be changed

Save Button Not Working​

IssueCauseSolution
Button stays loadingNetwork issueCheck internet connection, try again
Error message appearsValidation failedCheck field values, correct any errors

Changes Not Reflected​

IssueCauseSolution
Old timezone showingPage needs refreshRefresh the browser page
Team sees different timezoneCache issueAsk team to log out and back in

Need help? Contact Infodeck Support

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