Company Details
There are certain organization specific details, which help differentiate one organization from another. Zoho Workerly recommends Users with Admin's privilege to customize these company-specific details so that all users under an organization-specific account will have these common features.
Edit Company Details
To change company details
- Log in to Zoho Workerly with Admin privileges.
- Go to Setup > General > Company Details.
- Under Company Details tab, click Edit icon.
- In the Company Details pop-up, add the necessary details of your company.
- Click Save.
Personalize Logo
In order to give a personalized look to your account, Zoho Workerly allows organizations to change the default logo to your company logo. The customized company logo will appear for all users within your account.
- The image file size should not exceed 20 KB.
- For best results, the logo dimension should be 190 (width) by 65 (height) pixels.
- The logo file format should be .jpg / .png / .gif.
To personalize logo
- Log in to Zoho Workerly with Admin privileges.
- Go to Setup > General > Company Details.
- In the Company Details page, click Upload your logo link.
- Browse and upload the logo. The logo file should be .jpg / .png / .gif format.
Set Currency
Setting currency is an organization specific feature. By default, the currency is set to US dollars ($). However, users with Admin privileges can change the currency settings depending on the organization's requirement. Based on the country locale you choose, the currency value will be updated for Invoices and other billing related fields.
To select currency
- Log in to Zoho Workerly with Admin privileges.
- Go to Setup > General > Company Details.
- Under Currencies tab, choose Home Currency from the drop-down.
- Click Confirm.
Set Organization Time Zone
You can define a common time zone for your organization's Zoho Workerly account. For Workflow Rules, a day will be calculated based on this time zone.
To set the organization's time zone
- Log in to Zoho Workerly with Admin privileges.
- Go to Setup > General > Company Details.
- In the Company Details page, under Locale Information click Edit icon.
- In the Locale Information pop-up, select the Country Locale and Time Zone from the drop-down list.
- Click Save.
Set your 'start of the week'
- Log in to Zoho Workerly with your Admin account.
- Go to Setup > General > Company Details.
- On the Company Details page, under Locale Information, click the Edit icon.
- On the Locale Information pop-up, set the start of the week you'd like.
- Click Save.
Assign an Admin
The Administrator is the single point of contact for all communications regarding the transactions and bills from Zoho Workerly.
To select an admin
- Log in to Zoho Workerly with Administrator privileges.
- Click Settings > Setup > General > Company Details.
- In the Company Details page, click Edit icon.
- In the Company Details pop-up window, select the Admin from the list.
- Click Save.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Home Currency
Home Currency is the primary currency that your organization uses for its business. Often this is the currency used to generate annual reports and calculate the company's income. Before you start using this feature, the Administrator in your ...Day Rates
With day rates in Zoho Workerly, you can use the Full Day and Half Day settings while generating timesheets. With minor changes to the usual steps for creating jobs and timesheets, you can enable day rates in your Workerly account. Scenario: ...Setting up Zoho Workerly for your organization
The Setup page in Zoho Workerly helps you configure all settings necessary to get your account up and running. Be it personalization, automation or third-party integrations, you can initiate all functions from the minimalist Setup screen of Zoho ...Profile Permissions
Profiles in Zoho Workerly help you define permissions for a set of users. For instance, the permissions required for a person from one Agent in the team might differ from the permissions required by another Agent. You can define the permissions for ...Adding Users
Users with the Manage Users permission in their profile can access the users' list and perform tasks such as adding users, modifying the user details, and view the apps and add-ons that are activated for each user. Important Steps in Adding a User ...