Edit your company profile and reporting currency

Before changing company details

You need an Owner or Admin role, company-edit permission and a writable workspace. Check the company name first. This profile describes the business; your personal name and sign-in email belong in Settings → Profile.

Review and save the profile

1. Open Settings → Company. Use Jump to section to find Identity, addresses, What you sell, Market and billing, Contact, or Brand and AI.
2. Check Legal company name and correct inaccurate details carried over from setup. Leave genuinely unknown optional details empty rather than guessing.
3. In Market and billing, choose Reporting currency for dashboard and statistics totals. Source transactions and invoices keep the currency in which they were booked or issued.
4. Choose Save details or Save company details. Wait for the saved confirmation, then reopen the page to check your changes.

Keep business and subscription details separate

The company profile gives your Sidekick business context. The name and address used on your GoodCompany subscription invoices are managed separately under Settings → Billing → Billing details. Changing reporting currency does not change the currency charged for your subscription.

If saving fails

Read the message, check that Legal company name is filled in and that any required profile fields are valid. If the page says only owners and admins can change it, ask one of them to make the update. A read-only billing restriction also prevents profile changes. Stay on the page until saving is confirmed; unsaved field edits are not a completed update.

Choose workspace emails

The Emails section lets you choose which workspace notices are emailed to you. These switches save separately from the company profile. Password reset, verification and account-deletion emails stay on. Push notifications are managed in Settings → Security.