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© 2026 Webbalances Solution (003096168-D). All rights reserved.Version 4.41.0
All guidesUsers & securitySee your workspace at a glanceSet up your organisationArrange account and contact formsChoose how record numbers lookStart new records from a templateRestore, retain and export your dataInvite usersOrganise teamsRoles and permissionsSecurity policyAudit logSee all your integrationsCreate an API keySend events with webhooksCreate records from other tools
User Guide › Users & security

Set up your organisation

Company details, logo, default language, time zone and financial year — used across the app, the customer portal, emails and PDFs.

For: Workspace admins

Steps

  1. 1Open Settings → Organisation.
  2. 2Fill in the company profile: display name, legal name, SSM registration number, SST number, address, phone, email and website. The legal name, registration and SST numbers and address appear on quotations, invoices and receipts.
  3. 3Under Branding, upload your logo (PNG or JPEG, square, up to 1 MB). It appears on the customer portal and on quotations, invoices and receipts.
  4. 4Under Language and region, choose the default language for new users and customer emails, the time zone, the month your financial year starts, the first day of the week and the default business calendar.
  5. 5Select Save changes.

Good to know

  • Reports' “This year” and quarter ranges follow your financial year.
  • Billing and reports use Malaysian ringgit; price lists can use other currencies.
  • Every change is recorded in the audit log.

Related guides

  • See your workspace at a glanceSettings opens on the admin overview: what is left to set up, anything that needs attention, seats in use and AI usage.
  • Arrange account and contact formsGroup fields into sections, put them in the order your team works, hide what you don't use, and turn industry and tier into pick lists.
  • Choose how record numbers lookSet the prefix, whether the year is included, and how many digits case, lead, deal, quotation, order, invoice and receipt numbers have.
  • Start new records from a templateSave starting values for new cases, tasks, leads and deals, and pick them from “Start from a template” on the New form.

Still need help? Contact support

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