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Company Profile

Use Company Profile to maintain company-wide settings: organization details, work locations, working days, public holidays, capture settings, and scheduled report emails.

Overview

Company Profile has these tabs:

TabPurpose
Company DetailOrganization identity, address, owners, timezone, phones, branding, and report email schedule
LocationWork locations
Track Working DaysWork schedule and tracking hours by location
Public HolidayHoliday calendar and list
Capture SettingScreenshot and tracking-related capture options

During Quick Start, Company Profile may show only Company Detail so you can finish company information first. See Getting Started.

Without edit access, Company Detail fields are typically read-only, and editing-only tabs may be hidden.

How to access

Settings → Company Profile

Then open the tab you need. If you leave a tab with unsaved changes, you may be asked to confirm before navigating away.

What you can do

Company Detail

Maintain organization name (maximum 25 characters), address, owners, country, state, city, ZIP code, timezone, phones, date format, currency, industry, and default hourly rates. Upload a logo as png, jpg, or jpeg. Files of about 5 MB or larger are rejected.

Configure the report email schedule: recipients, Daily / Weekly / Monthly frequency, send day when needed, and send time.

Location

Add or edit work locations (name, address, owner, and email report settings). The default location cannot be deleted.

Track Working Days

Set working days, work start and end, minimum hours, flexible working hours, tracking days, and tracking start and end for a selected location and timezone.

Public Holiday

Add, edit, delete, or import holidays. Use Current year and Archive views, plus a month calendar.

Capture Setting

Configure screenshot enable, blur, interval, and quality; tracking disable options; idle and offline settings; and default app productivity related options used with the desktop agent.

Step-by-step workflow

  1. Open SettingsCompany Profile.
  2. Update organization fields and optional logo on Company Detail.
  3. Configure email recipients, frequency, and send time.
  4. Choose Save.
  5. Optionally add or edit work locations on Location.
  6. Optionally set work and tracking days and hours on Track Working Days, then save.
  7. Optionally add or import public holidays.
  8. Optionally adjust Capture Setting, then save.

Expected result

You see Changes updated successfully on Company Detail. The header name and logo update. Saving Company Detail also updates the default location. In Quick Start, you may return to the Quick Start guide.

Track Working Days and Capture Setting show Changes added successfully. Holidays appear on the list and calendar for use by leave and related areas.

Common validations

SituationWhat you see
Missing organization name, address, owner, timezone, or mobileMandatory field messages; save is blocked
Missing email recipient, frequency, or timeMandatory messages; save does not complete
Invalid phone numberNumber is not valid
Track end time before startSave stays unavailable / end time must be greater than start time
Holiday date before todayHoliday date cannot be less than today
Duplicate holidayHoliday already exist!
Logo larger than about 5 MBUpload is not applied
Attempt to delete the default locationNot allowed
Company details missing on a location cardCompany details not available