Company Details

Company Details

There are certain organization specific details, which help differentiate one organization from another. Zoho Workerly recommends Users with Admin's privilege to customize these company-specific details so that all users under an organization-specific account will have these common features.

Edit Company Details

To change company details

  1. Log in to Zoho Workerly with Admin privileges.
  2. Go to Setup > General > Company Details.
  3. Under Company Details tab, click Edit icon.
  4. In the Company Details pop-up, add the necessary details of your company.
  5. Click Save.

In order to give a personalized look to your account, Zoho Workerly allows organizations to change the default logo to your company logo. The customized company logo will appear for all users within your account.

  • The image file size should not exceed 20 KB.
  • For best results, the logo dimension should be 190 (width) by 65 (height) pixels.
  • The logo file format should be .jpg / .png / .gif.

To personalize logo

  1. Log in to Zoho Workerly with Admin privileges.
  2. Go to Setup > General > Company Details.
  3. In the Company Details page, click Upload your logo link.
  4. Browse and upload the logo. The logo file should be .jpg / .png / .gif format.

Set Currency

Setting currency is an organization specific feature. By default, the currency is set to US dollars ($). However, users with Admin privileges can change the currency settings depending on the organization's requirement. Based on the country locale you choose, the currency value will be updated for Invoices and other billing related fields.

To select currency

  1. Log in to Zoho Workerly with Admin privileges.
  2. Go to Setup > General > Company Details.
  3. Under Currencies tab, choose Home Currency from the drop-down.
  4. Click Confirm.

Set Organization Time Zone

You can define a common time zone for your organization's Zoho Workerly account. For Workflow Rules, a day will be calculated based on this time zone.

To set the organization's time zone

  1. Log in to Zoho Workerly with Admin privileges.
  2. Go to Setup > General > Company Details.
  3. In the Company Details page, under Locale Information click Edit icon.
  4. In the Locale Information pop-up, select the Country Locale and Time Zone from the drop-down list.
  5. ClickSave.

Assign an Admin

The Administrator is the single point of contact for all communications regarding the transactions and bills from Zoho Workerly.

To select an admin

  1. Log in to Zoho Workerly with Administrator privileges.
  2. Click Settings > Setup > General > Company Details.
  3. In the Company Details page, click Edit icon.
  4. In the Company Details pop-up window, select the Admin from the list.
  5. Click Save.

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