Workspace setup — branding, time zone, currency, fiscal calendar
Configure the workspace defaults that show up across pages and reports.
Why this matters
Time zone affects every "last contacted" timestamp, every report bucket, every email-send schedule. Currency affects reports + deal totals. Fiscal year affects "this quarter" report shortcuts. Setting these right on day one avoids a painful retrofit later.
Where to set each
Organization name + logo
Settings → Organization → General. Logo appears on the dashboard, in customer-facing emails, and on shared deal links.
Organization settingsTime zone
Settings → Organization → Locale. Defaults to the timezone of the user who created the workspace.
Locale settingsCurrency
Settings → Organization → Currency. Used for deal amounts, reports, and Stripe revenue display. Multi-currency support is on the Teams plan; otherwise pick the one most of your business runs on.
Fiscal year
Settings → Organization → Fiscal year. Defaults to calendar year (Jan–Dec). Set the fiscal start month if your business runs on a non-calendar fiscal.
Up next
Saw something off? Email support with what doesn't match — these docs are versioned with the product, so any drift is a bug we want to fix.
Deployment dpl_3s4XtSevgjgpHE7ieimBFL8cv8uY
These docs are versioned with the product. If something doesn't match what you see in the app, the app is right — please flag it to support@sambandh.io.