Any users with Admin permissions are able to make changes to your company's account information. This includes the name, phone number, address and logo used for your account.
To update this information:
Go to Account in the left side menu under the heading Settings.
In the Account Information section, select Edit.
Update any of the following information:
Name - this is your business name and will appear as the sender on notifications and announcements to owners and tenants.
Locale - Choose English (Canadian or US) or French and drive numeric and date conventions- this will be default for the entire account - for language at the individual level users can change this in their profile settings
Phone Number - this is the default number for all properties within your account. When you create a property and leave the phone number field blank this is the number that will show.
Address Information - this is the address for your business and will affect provincial settings and tax information
Logo - this will show on emails, announcements, portals, and more!
Logo Upload Guidelines
DO upload a landscape or square (1:1) image.
DO ensure the file is at least 300x300 pixels.
DO use a transparent background (PNG).
DO crop the image edges tightly (remove all empty padding/whitespace).
DON'T use vertical/portrait logos.
DON'T use logos with tiny details or small text.
For best results, an aspect ratio approximating 3:1 or wider is ideal
Additional Contacts - If you want to list additional contacts
Include system-generated IDs in CSV exports. When turned on, this adds a unique ID number to your exported reports — such as your tenant list or property details — making it easier to track records externally.
Click Save. Your account information will now be updated for use throughout the system going forward.