Company Settings

Manage your whole Dedupely workspace: billing, users, security and activity.

View as Markdown

Company Settings holds your billing, users, security and activity settings. Only Admins can open it. Users can't see or change anything in Company Settings.

Several CRMs connected? Each connected CRM has its own settings, including its users, Security Policy and Audit Log, so set them up in each one. Billing and your plan's record limit are shared. See Several CRMs in One Dedupely Account.

How to open Company Settings

Added

  1. Click your profile icon at the top right.
  2. Select Company Settings.
The Company menu: Billing & Usage, Users, Security Policy and Audit Log

What you can manage

  • Billing & Usage: your plan and record count, upgrades, cards on file, invoices, Tax ID, and your billing information (organization name, country or region, and address).
  • Users: invite team members and choose their role, Admin or User.
  • Security Policy: password rules, mandatory two-factor authentication (2FA), session timeouts and IP whitelisting.
  • Audit Log: a record of activity in your account, including merges, logins and settings changes.

Troubleshooting

I don't see Company Settings in my profile menu. Your role is User. Ask an Admin in your account to change your role, or to make the change for you.

I need to change our company name or address. Go to Company Settings → Billing & Usage and update Billing Information.

FAQs about Company Settings

  • Who can access Company Settings? Only Admins.
  • Do changes here affect everyone? Yes. Company Settings apply to your whole workspace.
  • Where do I change my own password or language? In My Account, which every user can access.

Next up

Users Invite your team and choose who's an Admin and who's a User.

Changelog

  1. One settings area

    My Account and Company Settings share one settings area with a sidebar, account sections and company sections side by side. General is now Login Info.

Every change in the knowledge base

Still stuck?

Our team helps on every plan and during the free trial, by chat, email or Zoom.

On this page

Portrait of Gaby Salinas

Behind the article

Gaby Salinas

Marketing Assistant at Dedupely

Gaby Salinas came to CRM data from marketing and advertising, so she looks at duplicates from two sides: the match and merge logic behind them, and what they do to the people using the CRM, like the rep who calls a customer twice, the admin who gets blamed and the cleanup nobody wants to start.

As Marketing Assistant at Dedupely, she follows how RevOps teams, end users, consultants and technical teams actually work with their data: the records they stop trusting, the workarounds they build and the moment they finally decide to clean up. What she finds shapes most of what Dedupely publishes.

Connect with Gaby on LinkedIn

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  • "We had 300k records in our CRM. Despite the large amount, Dedupely was perfect. The support was especially outstanding."

    Simon WTillhub~50 employees

Running CRM cleanup for clients? See the Partner Program