Complete your company profile
Set the business, trading, contact and regional identity used across your SignBas3 workspace and customer-facing documents.
Best forOwner / Admin
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Open Settings, then Business Profile.
- Enter Business Name, Trading Name, ABN, Phone, Email and Website.
- Confirm Timezone, Tenant Location, Currency and Address.
- Save the company settings, then review the details before creating customer-facing documents.
Good practice
Use the same business identity your customers already recognise.
If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.
