🔍 Adjust company and personal settings
Jun 24, 2025
3MINS
Author of this article: Seb Haugeto, founder & CEO, Dealflow
This is a good place to start if you're new here. Let’s begin.
How can I adjust my company or personal settings?
For sure! Let me show you how this works.
Click your company name in the top left corner of the webapp.
Click the settings icon on the popup. This will reveal the company settings page.
Select the settings category you want to adjust. Here's what you can adjust and discover in the company settings page:
Your company information
Your credit score
Your invoice design, look and information
Your team setup and team invitations
Your transaction history for all accounts receivables and accounts payables
Your accounting integration
Your withdrawal accounts and payout automations
And much more
If you want to adjust your personal settings, repeat the process by clicking your personal name in the bottom left.
That’s it! Make sure to skip to 26 minutes and 49 seconds to see a complete walkthrough of this.
You're welcome :)
Cheers, Seb
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