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Settings & Branding

Company Settings

Last updated: 10/20/2018

Company Settings

Company Settings is where you keep your MSP's business profile up to date. It lives at Settings > Company in the sidebar.

How saving works

There is no Save button. Every change you make is saved automatically after a short pause. The status indicator in the top-right corner of the page shows where things stand:

StatusMeaning
Autosave is onNo unsaved changes
Saving changesA save is in progress
All changes savedThe most recent edit was saved successfully
Autosave needs attentionThe last save failed — check your connection, then edit the field again to retry

Nothing is lost if autosave fails. Your text stays in the form and a retry happens the next time you edit.

Editable fields

Business details

FieldNotes
WebsiteYour public business URL (optional)
Phone numberThe main number clients or vendors should call; auto-formatted as you type (optional)

Business address

Start typing in the Street address field. After three or more characters, Radar address autocomplete offers suggestions. Selecting one fills the remaining fields automatically. You can also fill each field individually.

FieldNotes
Street addressSupports autocomplete
CityFilled automatically when you pick an autocomplete result
State or provinceFilled automatically when you pick an autocomplete result
ZIP or postal codeFilled automatically when you pick an autocomplete result
CountryFilled automatically when you pick an autocomplete result

The page shows an Address Status badge (No address yet / Address incomplete / Address complete) based on how many of the four key fields — street, city, state, and country — are filled in.

Locked fields

Company name and Company type are read-only and cannot be changed from this page. Contact support if your legal company name needs to update or if your company type needs to be corrected.

Summary cards

At the top of the form, three cards give you a quick read on your account:

  • Company Type — your registered account type (for example, MSP)
  • Plan — your current subscription tier
  • Address Status — whether your business address is complete

Other settings

Company Settings covers your core profile only. Use the links below to reach other configuration areas:

AreaWhat it covers
Settings > PreferencesNotification and display preferences
Settings > IntegrationsPSA, RMM, and third-party connections
Settings > WhitelabelCustom domain, branding, and subdomain
Settings > TransfersTransfer clients to other MSPs (Pro or White-Label only)
Settings > Plan & BillingSubscription, payment method, and invoices
Settings > PayoutsPayout account and history
Settings > ProfileYour personal name, email, and password

For plan limits (templates, clauses, analytics, transfers), see Plan limits.

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