Zoho Workerly | Company Details

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

  1. Log in to Zoho Workerly with Admin privileges.
  2. Go to Setup > General > Company Details.
  3. Under Company Details tab, click Edit icon.
  4. In the Company Details pop-up, add the necessary details of your company.
  5. Click Save.

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

  1. Log in to Zoho Workerly with Admin privileges.
  2. Go to Setup > General > Company Details.
  3. In the Company Details page, click Upload your logo link.
  4. 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

  1. Log in to Zoho Workerly with Admin privileges.
  2. Go to Setup > General > Company Details.
  3. Under Currencies tab, choose Home Currency from the drop-down.
  4. 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

  1. Log in to Zoho Workerly with Admin privileges.
  2. Go to Setup > General > Company Details.
  3. In the Company Details page, under Locale Information click Edit icon.
  4. In the Locale Information pop-up, select the Country Locale and Time Zone from the drop-down list.
  5. Click Save.

Set your 'start of the week' 

You can define a start of the week for your organization's Zoho Workerly account.
For instance, if you set up Tuesday as the start of the week for your organization, Sunday and Monday would be considered your weekend. The changes in the 
To set the organization's start of the week:
  1. Log in to Zoho Workerly with your Admin account.
  2. Go to Setup > General > Company Details.
  3. On the Company Details page, under Locale Information, click the Edit icon.
  4. On the Locale Information pop-up, set the start of the week you'd like.
  5. Click Save.


Note: Only those jobs created after the change is made will have the custom 'start of the week' applied. Others will continue to have the default 'start of the week,' which is Sunday.
Following the scenario above, here is how these features will look: 
 
Job Creation page


Temp Scheduling Board / Temp Module


Calendar

To-Dos page

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

  1. Log in to Zoho Workerly with Administrator privileges.
  2. Click Settings > Setup > General > Company Details.
  3. In the Company Details page, click Edit icon.
  4. In the Company Details pop-up window, select the Admin from the list.
  5. Click Save.

    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 CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              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 CRM Training


                  Zoho TeamInbox Resources




                            Zoho DataPrep Resources

                              Zoho DataPrep Demo

                              Get a personalized demo or POC

                              REGISTER NOW


                                Design. Discuss. Deliver.

                                Create visually engaging stories with Zoho Show.

                                Get Started Now











                                                      • Related Articles

                                                      • 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:  ...
                                                      • 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 ...
                                                      • 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 ...

                                                      Resources

                                                      Videos

                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                      eBooks

                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                      Webinars

                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                      CRM Tips

                                                      Make the most of Zoho CRM with these useful tips.



                                                        Zoho Show Resources