Company

Configure your company profile, team structure, and organizational settings.

Overview

The Settings > Company group contains settings related to your business identity, team management, and organizational structure: Profile (with Security), Team Members, Roles & Permissions, Departments, and Divisions. These settings affect how your company appears to clients and how your team operates within Readybuild.

This part of the guide also documents several settings that live in other Settings groups. Each one is listed below with its menu location.

Settings in the Company Group

Company Profile

• Profile & Security - Company information and security settings

Team Management

• Team Members - Manage user accounts
• Roles & Permissions - Control access levels
• Departments - Organize your team
• Notifications - Configure email notification preferences (opened from Team Members)

Organization

• Divisions - Business unit classification

Documented Here, Found in Other Groups

Projects

• Project Types - Define project categories (Settings > Projects)

Data & Automation

• Workflow - Automated processes and triggers (Settings > Data & Automation)

Sales & Marketing

• Year Budget - Annual budget settings (Settings > Sales & Marketing)
• Financing Options - Customer financing settings (Settings > Sales & Marketing)

Job Costing & Purchasing

• Cost Codes - Organize job costing (Settings > Job Costing & Purchasing)
• Labor Rates - Set billing rates for team members (Settings > Job Costing & Purchasing)
• Pay Types - Configure payment categories (Settings > Job Costing & Purchasing)
• Variance Codes - Track budget variances (Settings > Job Costing & Purchasing)