Set up your business profile
Your business profile is the identity of your workspace. It feeds your invoices, proposals, contracts and white-label emails, so completing it makes every document you produce look professional. Find it in Administration ▸ Profile, which is Settings ▸ Workspace. A completion card shows which sections are still missing, and the app keeps prompting until every section is filled. The workspace name is set on the same tab; the logo, brand name and colours moved to Appearance.
Looking for a setting? Open Administration ▸ All settings (or the Find a setting button on the Settings page) and type what you want to change - “logo”, “two-step sign-in”, “business hours” - and the exact page and tab opens in one click. You only see settings you are allowed to change. The top-bar search finds settings too.
You can also ask Chief: “where do I change the logo?” or “how do I turn on two-step sign-in?” opens All settings with the matching settings listed. Setting up for the first time happens in one place too - Chief’s three-question conversation (or the short welcome form where Chief is off); the guided setup wizard with the custom-domain, pricing and storefront steps remains for reseller and white-label workspaces only. Outside setup, the workspace name lives in Settings ▸ Workspace and the logo and colours in Appearance ▸ Brand, and nowhere else.
Prompts you close - the setup checklist, the “complete your profile” nudge, the install-the-app offer, the key-rotation reminder, Chief’s introduction, the floating shortcuts button and the welcome form - are remembered on your account, so a choice made on your laptop holds on your phone. Settings ▸ Shortcuts ▸ Show the button brings the floating button back everywhere.
| Section | What goes here | Where it shows up |
|---|---|---|
| Contact details | Website, contact email, phone. | Invoice & proposal headers, email footers. |
| Industry & about | Your industry, category and a short description. | Tailors demo data and reporting; shown to operators. |
| Business address | Street, city, region, postal code, country. | Invoices, contracts and legal documents. |
| Tax & legal | Tax / VAT ID and company registration number. | Tax lines on invoices and credit notes. |
| Social | LinkedIn, X, Facebook, Instagram links. | Optional branding on shared/public pages. |
| Company details | Legal name, year founded, company size. | Documents and your operator/account record. |
| Contact person | Primary contact name, role, email and phone. | Documents and account communication. |
| Workspace | Workspace name and subdomain. | Sidebar, invoices/proposals and white-label emails. |
You do not have to fill every field at once. A section counts as done as soon as its key fields are set, and the prompt disappears when all sections are complete.