Company settings overview
Last updated: November 5, 2026
Company settings control how Cinderblock works for your whole company, including your company details, users, integrations, and the defaults for each feature.
Open Company settings
Select the gear icon in the top header. Company settings opens at Company info. Use the menu on the left to move between sections.
Access to Company settings depends on your permission role. See Permission roles.
What’s in Company settings
| Section | What you manage | Learn more |
|---|---|---|
| Company info | Company name, logo, contact details, address, working hours, and licenses | Update your company info |
| User accounts | Users and permission roles | Add and manage users, Permission roles |
| Integrations | Accounting and payment provider connections | Connect an integration |
| Tags & File labels | Tags for jobs, customers, and vendors, and labels for files | Job tags, File labels |
| Services & Materials | Items, item categories, special items, and tax defaults | Taxable line items on estimates |
| Jobs | Job naming, starting job ID, cost categories, statuses, types, and notifications | Job settings, Cost categories, Job statuses, Job types |
| Appointments | Appointment types and notifications | Create and edit appointment types |
| Tasks | Task notifications | Company notification settings |
| Estimates | Defaults for new estimates | Estimate settings |
| Invoices | Defaults and payment options for new invoices | Invoice settings, Invoice payment settings |
| Purchase orders | Defaults for new Purchase Orders | — |
| Forms | Reusable form templates | Create and edit a form template |
Save your changes
On most settings pages, changes apply when you select Update. To undo changes you haven’t saved, select Discard changes.
Some pages, such as the user editor, have their own Save button.
Company settings and your profile
Company settings apply to everyone in your company. Your own name, photo, phone number, and notification preferences are in your profile instead. To open it, select your account avatar, then select My profile.