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.
How to open Company Settings
- Click your Avatar in the top-right corner.
- Select Company Profile.
- Choose the setting section you need.
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 |
Updated on: 07/26/2026
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