Declare the shared legal and regional facts for a corporate workspace before installing apps.
Start with the correct profile#
Open the corporate profile for the company you want to manage. Its membership, package, records and app licences remain separate from your personal profile. A workspace owner or administrator completes shared business setup before adding a new corporate app. Existing app records are retained.
- Open Business setup from the company overview or app library.
- Enter the actual legal name, registered business address, business email and applicable registration number.
- Review the country explicitly selected for this corporate profile. Choose a business record currency and time zone.
- Declare actual tax registration, review the summary and confirm your authority to establish these facts.
- Choose apps within your package allowance. Complete each app’s workflow and permission choices.
Keep the active workspace, actual business requirements and current setup summary in view. A guide explains a choice; it does not make that choice for you.