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Customization & Admin Setup

Configuring your Company Settings Page

Configuring your Company Settings Page

Your Company settings page is where you can adjust your company contact information, company logo, add a footer for your customer facing POS Portal, and much more!

  • Go to Settings>Company Settings

Start by navigating to “Settings” in the top gradient bar. Next click the dropdown labeled “Account Management” to find the “Company Settings” settings page.

  • Enter your company contact information

You will find the fields here to enter in the contact information for your company such as Company Name, Company Email, Company Phone, Company Address, etc.

  • Add details such as your website URL and a footer to your Portal

You will find additional fields to enter in your website URL, timezone, and a Portal Footer for your customers. The portal footer is normally used to add a company motto to the bottom of the application to add that personal touch.

  • Upload your company logo

The company logo that is added here will be utilized as the logo when a customer uses the company link to apply on your portal. Suggested logo size: 160px X 160px for square or 250px X 150px for rectangle

Note: Note: The timezone selected on the Company Settings page is the timezone that will run the automation in your system. So any scheduled drip campaigns or triggers run off the Company timezone and not the customer or user timezone selected in their user profile.

Frequently asked questions

My company logo looks blurry.+

We recommend a size of 160 X 160 pixels for the logo size. It is important to note that if the picture size is too large in the file you are uploading, then the picture will likely come out blurry.

Can I have more than one company linked to my account?+

Currently your Shape system can only have one company associated with it on the company settings page.

Where does the portal footer appear?+

The Portal Footer will appear at the bottom of your application landing page and is most commonly used for a Company motto that you would like to share with your customers.

Dani Dunn

Senior Project Manager, Shape Software

Dani Dunn leads enterprise client management at Shape Software, where her team supports some of the platform's largest customers. She has been with Shape for over a decade, giving her deep hands-on expertise in CRM implementation and workflows.