Set Up Your Company Profile

Overview

Before inviting your team or adding clients, take 5 minutes to configure your company profile. This information appears on invoices, proposals, email notifications, and the client portal — so it's worth doing first.

Step 1 — Basic details

1. Go to Settings → Company Profile.

2. Enter:

   • Company name — your legal trading name
   • Registered address — used on invoices
   • VAT number (if applicable)
   • Company registration number (if applicable)
   • Primary email — the from-address for system notifications
   • Phone number
   • Website

3. Click Save.

Step 2 — Branding

1. Go to Settings → Branding.

2. Upload your logo — PNG or SVG, minimum 200px wide, transparent background recommended. This appears on invoices, proposals, emails, and the client portal.

3. Set your primary colour — used for buttons and accent elements in the client portal and emails.

4. Email from name — what appears as the sender name on emails to clients (e.g. "Acme IT Support").

5. Custom domain (if on a Professional plan or above) — if you have a custom domain set up for the client portal (e.g. support.yourcompany.com), enter it here.

6. Click Save Branding.

Step 3 — Timezone and localisation

1. Go to Settings → Localisation.

2. Set your timezone — this affects SLA calculations, scheduled billing runs, and report date ranges.

3. Set your date format and currency.

4. Click Save.

Step 4 — Email configuration

Configure how system emails are sent to your clients.

1. Go to Settings → Email.

2. SMTP settings — if you want emails to send from your own domain (e.g. support@yourcompany.com) rather than the Plenix shared mailer, enter your SMTP credentials here. Recommended for deliverability.

3. Email signature — add a standard sign-off that appears on all emails sent from the platform.

4. Click Save & Test — Plenix sends a test email to confirm the configuration works.

You're ready to invite your team

Once your company profile is configured, go to Settings → Users to invite your first team members.

Where to go next

• Invite Your Team
• Platform Overview
• Add Your First Client