Company Settings Overview #
Company Settings can be found in the bottom-left corner of the sage navigation bar.
This area allows Company Admins to manage account details, users, and requests.
⚙️ 1. Account Details #
The Account Details tab houses your company’s foundational information.
- Time Zone:
This is the most critical field — it controls the time for all calendar invites and meeting series.
Ensure it matches your local time zone. - Company Logo:
Upload or update your company’s logo here. - General Info:
Update your company name, contact information, and other profile details.
🛑 Only Company Admins can make changes to the company account profile.
👥 2. Users #
This tab allows admins to manage user access and permissions.
- Add new users by entering their name and email address.
- Toggle the following permissions for each Company User:
- Access to Company Goals
- Access to Enterprise Value
- Ability to Create Internal Meetings
If all toggles are set to off, that user:
- Cannot view company-wide goals
- Cannot see enterprise value metrics
- Cannot create internal meeting series
Note: The Users section differs from the Team page.
The Team page allows you to organize members, but does not make them active users in the software.
📩 3. Requests #
The Requests tab is where admins can manage platform change requests, including:
- Adding or removing users
- Adding new vendors
- Transferring company profiles between firms