Company Settings
Manage company identity, document branding, units, currencies, storage locations and production lines.
Company settings define the shared information and operating lists used by your team. Open Workspace settings → Company to manage them.
Settings Navigation
Workspace settings (account menu → Workspace settings) contains Company, Team members, Roles & permissions, Plans & billing, Security, Integrations and My profile. The mobile section selector opens the same available sections without a horizontally scrolling menu. Shopify embedded workspaces show the company and billing sections supported in that context.
General and Documents
General contains the company name and base currency. Shopify-managed company details are read from Shopify. Documents contains the company details and branding used on business documents.
Units and Currencies
Units defines measurement names and abbreviations used by products and operations. Currencies keeps a dated record of exchange rates. Automatic Rates can refresh supported currencies daily, and manual rates remain available. Foreign-currency orders show an approximate base-currency total using the latest eligible rate at or before the order time. This reference display does not change the order or invoice currency, settle payments or provide a bank quote. See Reference Exchange Rates for sources and historical timing.
A unit or currency already referenced by operational records may not be removable. Keep reference data that your historical records need.
Locations and Production Lines
Locations lists warehouses and their storage locations. The warehouse allowance counts warehouses, not aisles or other storage sublocations. Existing records are not labeled as blocked merely because the allowance was reduced. Review Plans & billing before adding capacity beyond your allowance.
Production Lines defines the lines used to organize production and reporting. Give each line a name operators recognize and a description when needed. Lines referenced by existing production records may not be removable.
Personal Settings
My profile contains your personal information and account controls. Security contains password and email-based two-step verification settings. These are separate from company configuration.