> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.cxplanner.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Company Settings for the platform Administrator

## Overview: Company Settings for Company Admins

**Company Profile** settings give **Company Admins** license-level controls for branding, security, report defaults, templates, usage, and API keys, which is used when you need to configure the whole organization rather than a single project.

Project settings are managed inside each project, not from here.

* Your role must be **Company Admin**.
* You can find the menu at Avatar - **Company Profile**.
* This changes company defaults for login branding, logos on PDFs, security, report appearance, templates, and API access.

|| Only users with the company role **Company Admin** (Administrator) can access and modify these settings.

## How to open Company Settings

1. Click your **Avatar** in the top-right corner.
2. Select **Company Profile**.
3. Choose the setting section you need.

![Screenshot: Company Profile settings area](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_g0vkc4.png)

## Results: Company Settings sections

| Setting | Description |
|---|---|
| Company Agreement | View license usage stats (projects, users, storage). Upgrade limits if needed. |
| Login Link | Customize the login page with your company name and logo. |
| Logo | Upload your logo to appear in place of CxPlanner on exported PDFs. |
| Project Overview | View all company projects (name and author). No access changes are made here. |
| Standard Project | Set a template project so new projects follow your standard structure. |
| Report Settings | Modify the default appearance of exported PDF reports. |
| Security | Manage sign-in duration, force logouts, and send password reset emails. |
| API | Access your company API keys for integrations. |

## Troubleshooting: Company Settings

| Problem | Cause | Solution |
|---|---|---|
| Cannot open Company Settings | Your company role is not Company Admin | Ask another **Company Admin** to raise your company role to Administrator |
| Login page does not show the logo | Logo not uploaded or not saved | Re-upload the logo under **Logo** and confirm it is saved |
| PDF exports show the wrong footer | Old report settings still applied | Open **Report Settings**, update the fields, and save |
| Template project is not selectable | Project status is not set to Template | Open the project, set its status to **Template**, then return to **Standard Project** |