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Settings then Organization is where your business profile lives. The values here flow into your quotes, invoices, customer portal, message templates, and the From-name on your email, so it’s worth setting up carefully once. Almost everything on this page saves automatically. You’ll see a small save status indicator; there are no Save buttons. A few sections are owner-only, noted below.

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Who can edit it

Organization settings are visible to owners and admins. The Subscription, invoice renumbering, and Danger zone sections appear for the owner only.

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Business profile

1

Business details

Business name, contact email, phone, address, website, and tax (GST) number. These appear on quotes, invoices, and your customer portal, and fill template variables like the business name and phone in your messages. Your business name is also the From-name on outgoing email.
2

Logo

Upload, replace, or remove the logo shown on quotes, invoices, and your portal. Use a transparent PNG on a white background. Logos render only on white backgrounds; colored bars (like a navy header) use your business name as text instead.
3

Contact card

A tap-to-save business card you can text to a customer as an attachment. Set a square photo, edit the accompanying message, and send a test to your own phone.
4

Email signature

Appended to your reply and conversation emails. Edit it with the insert-variable picker so it personalizes per message.
5

Terms of service

Store a link to your own terms, and optionally require customers to check an acceptance box before accepting a quote on the portal. Your terms link shows on the portal quote page, not inside the email or text you send.

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Documents and messages

  • Document numbering. Set the starting number for invoices, jobs, and estimates, and choose whether each number shows on customer-facing documents. Owners also get a guarded Renumber existing invoices tool (type the confirmation phrase to enable) that reassigns all invoice numbers from your start value without breaking customer links.
  • Default due dates. How many days invoices are due in, and how long estimates stay valid.
  • Tipping. Turn on tipping and set three percentage presets shown on invoices and portal payments.
  • Invoice text message. The default SMS that goes out with an invoice. This is the same template the invoice settings page edits; they stay in sync.

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Customer email replies

Set the inbox that should receive customer replies to emails you send from your business address. Replying from that normal inbox goes back to the customer and is logged in the conversation. Leave it blank to turn this off. (More detail in the unified inbox guide.)

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Preferences

  • Time zone. Drives every scheduled send: reminders, scheduled messages, and the daily Suds review. ShineCRM suggests your browser’s time zone. Once you set it explicitly, it locks so automated sends don’t drift.
  • Quiet hours. A do-not-disturb window that holds automated texts and emails until it passes. Manual messages you send yourself are never held.
  • Display. Switch to a 24-hour clock.
  • Driving and mileage. Turn the mobile “On my way” button and mileage tracking on or off.

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Workspace

  • Workspace URL. Your permanent customer-portal address (yourbusiness.shinecx.com), shown read-only. Changing it requires contacting support.
  • Subscription (owner only). Your plan, status, and renewal or trial-end date. Manage subscription opens the Stripe billing portal. If you don’t have an active plan, you’ll see a Choose a plan button instead.
  • Danger zone (owner only). Permanently delete your organization and all its data, and cancel your subscription. You’ll type your exact business name to confirm. See the account deletion guide before you do this.

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Frequently asked

Do I have to click Save? No. This page autosaves as you type. The save status indicator confirms it. Why can’t my admin see the subscription or delete options? Those are owner-only. Admins can edit the rest of the page. Will changing my business name update my invoices? Yes. The name is read live into documents and email, so new sends use the updated name.