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Administering Oracle CRM On Demand > Company Administration > Company Profile > Setting Up Your Company Profile and Global Defaults

Setting Up Your Company Profile and Global Defaults

Both company information and global defaults are set through the Company Profile page.

Company Information. You can enter or edit your company name, addresses for shipping and billing, phone number, and primary contact. If you signed up for a trial period, some information about your company is carried over from your sign-up data.

Global Defaults. You can define your company-wide defaults, which users can override.

CAUTION: The company administrator can change the Country setting. If you change the Country setting, notify Customer Care so that it can take the necessary steps to update your Time Zone setting, as well as your reports and dashboards. Language, Currency, and Time Zone can only be changed by contacting Customer Care. Your new settings are not reflected in Analytics until a full ETL (Extract, Transform, Load) is run.

Before you begin. To understand the effect of these settings, read About Profile Settings for Users.

To perform this procedure, your role must include the Manage Company privilege.

To edit your company profile

1. In the upper right corner of any page, click the Admin global link.
2. In the Company Administration section, click the Company Administration link.
3. In the Company Profile section, click the Company Profile link.
4. On the Company Profile page, click the Edit button (or use inline edit) and make changes.
5. Save the record.

For more information on setting up your company profile, see the following topics:

• Configuring Company Key Information
• Configuring Company Settings
• Configuring Company Work Week and Calendar Settings
• Configuring Lead Settings
• Configuring Company Theme Settings
• Configuring Company Data Visibility Settings
• Configuring Integration Settings
• Configuring Company Security Settings
• Configuring Analytics Visibility Settings
• Configuring Communications Settings
• Configuring Additional Company Profile Settings
• Configuring Geocoder Settings

NOTE: In certain circumstances, the Modified By field on the Company Profile record can show the name of a user who does not have the necessary access rights and privileges to update the company profile directly. For example, when the status of a user is changed from Active to Inactive or from Inactive to Active, the values in the Active Users and Inactive Users fields on the Company Profile page are updated. As a result of the changes to these fields, the Modified By field on the Company Profile page is updated to show the name of the user who updated the user record, even if the user who made that change does not have the necessary privilege to update the company profile.