> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Business Profile

> Use Business Profile to set the company name, business time zone, environment, primary entity, website, accounting email, ship-from address, icon, and logo for the entity you are working in.

Business Profile holds the core identity of the entity you are working in: its name, the calendar its books keep, the address labels and tax are calculated from, and the icon and logo that appear in navigation and on documents. Use it when you set up a new entity, move your ship-from address, or change the logo customers see on PDFs.

<Note>
  Business Profile is the first page Settings opens. If you open Settings without choosing a page, or follow an old settings link that no longer exists, Arcus shows Business Profile.
</Note>

## Before You Start

* You need the **settings.view** permission to open the page.
* You need **settings.edit** to save a change. The Save buttons are shown to every role that can open the page, but the server refuses the save for a role without **settings.edit**, and the page shows a "Failed to save" message.
* **Create Sandbox Environment** is available only to an owner or admin of the entity.
* **Set as Primary** is accepted only from the organization owner.

## Open Business Profile

1. In the deck, open **Settings**.
2. Under **Company**, choose **Business Profile**.

The breadcrumb reads **Settings > Company > Business Profile**. You can also find the page by typing "Business Profile" in the command palette.

## What You Can Change

Each field saves on its own. Change one field, click the **Save** button beside it, and wait for the confirmation before moving to the next.

| Field                       | What it does                                                                              | How to save                                                                          |
| --------------------------- | ----------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------ |
| **Entity Name**             | The company name shown across Arcus and on documents.                                     | Click **Save**. The button stays disabled until the name differs from the saved one. |
| **Entity Code**             | The entity's permanent code. It is read-only.                                             | Not editable.                                                                        |
| **Business Time Zone**      | The calendar your books keep.                                                             | Click **Save**. The button stays disabled until you pick a different zone.           |
| **Environment**             | Shows whether you are in **Production** or **Sandbox**, with the switch or create action. | Acts immediately. See [Sandbox and Production](#sandbox-and-production).             |
| **Primary Entity**          | The default entity for new users who join your organization.                              | Click **Set as Primary** on the entity you want.                                     |
| **Website URL**             | Your company website.                                                                     | Click **Save**.                                                                      |
| **Stripe Accounting Email** | The accounting contact email for your card processing account.                            | Click **Save**.                                                                      |
| **Business Address**        | The ship-from origin for shipping labels and the origin address for tax calculation.      | Click **Save Address**.                                                              |
| **Icon**                    | A square image used in navigation and selectors.                                          | Click **Upload icon**, or **Change** when one is set.                                |
| **Logo**                    | The full logo used on documents and PDFs.                                                 | Click **Upload logo**, or **Change** when one is set.                                |

## Business Time Zone

The business time zone decides what "today" means for your books. It drives the date on every financial report (Trial Balance, Balance Sheet, Income Statement, Cash Flow, Sales Tax Liability), the dashboard, AR and AP aging, and scheduled report delivery. Set it to the place your accounting is done, so an evening entry lands on the day you made it.

When no zone is saved, the list shows **Not set** and Arcus uses the platform default. The line under the field tells you which zone is in effect and what today's business date is in it.

<Warning>
  Changing the business time zone does not move any posted journal entry. Posted entry dates are plain calendar dates and never shift. The change only affects what Arcus treats as today from now on.
</Warning>

## Business Address

1. Enter the street, city, state, and ZIP code. The address field validates the address as you type.
2. Click **Save Address**.

The button stays disabled until street, city, state, and ZIP are filled in. When you save, Arcus also copies the address to your default location, so the ship-from address on labels and the location record stay in step.

## Icon And Logo

1. Click **Upload icon** or **Upload logo** (or **Change** when an image is already set).
2. Choose an image file.

The icon is square and appears in navigation and selectors. When no icon is set, Arcus uses the logo in its place. The logo appears on printed documents and PDFs, and both images show in the **Brand Preview** on [Branding](/support/settings/branding). Arcus also files each upload in the document manager under the entity.

## Sandbox And Production

The **Environment** row shows a **Production** or **Sandbox** badge and one action:

* In **Production** with no sandbox yet, **Create Sandbox Environment** creates a separate sandbox entity and switches you into it. The sandbox starts with the standard starting setup that every new entity gets, your team's access, document numbers that begin with SB-, two test customer accounts, and no connectors. It does not copy any of your products, customers, or transactions.
* In **Production** with a sandbox, **Switch to Sandbox** moves you into it. A card under the badge names the sandbox and its code and reminds you that changes there do not affect production.
* In **Sandbox**, **Switch to Production** moves you back after you confirm "Switch to Production? You will be working with live data." A banner reads "You are in the Sandbox environment" while you are there.

## Primary Entity

The primary entity is the default entity for new users joining your organization. Arcus sets it automatically when the first entity is added. When your organization has only one entity, the row says that entity is the only one. With more than one, each entity is listed with its code, the current one carries a **PRIMARY** badge, and the others offer **Set as Primary**.

## Company Shipping Terms Live On AR & Invoicing

The company default shipping terms (FOB shipping point, FOB destination, or Other with a note) are recorded on **Settings > Payments & Checks > AR & Invoicing**, not on this page. See [AR & Invoicing](/support/settings/ar-and-invoicing).

## Messages You May See

| Message                                                  | What it means                                                                                |
| -------------------------------------------------------- | -------------------------------------------------------------------------------------------- |
| "Saved"                                                  | The name, website, or accounting email saved.                                                |
| "Business time zone saved"                               | The new time zone is in effect.                                                              |
| "Business address saved"                                 | The address saved and was copied to your default location.                                   |
| "Address requires street, city, state, and zip"          | A required address part is empty. Fill it in and save again.                                 |
| "Icon uploaded" or "Logo uploaded"                       | The image is live.                                                                           |
| "Logo saved, but the document record failed"             | The image is live, but its copy in the document manager was not filed. The logo still works. |
| "Primary entity updated"                                 | New users now default to the entity you chose.                                               |
| "Only the organization owner can set the primary entity" | Ask the organization owner to make the change.                                               |
| "Sandbox environment created"                            | The sandbox exists and you are now working in it.                                            |
| "Failed to save" or "Failed:" followed by a reason       | The change did not save. The most common reason is a role without **settings.edit**.         |

## What Changes Elsewhere

* **Documents**: the entity name and logo appear on quotes, orders, invoices, packing slips, and other PDFs.
* **Shipping and tax**: the business address is the ship-from origin for labels and the origin for tax calculation, and it updates your default location.
* **Reports and dates**: the business time zone sets the business date for financial reports, aging, the dashboard, and scheduled reports.
* **Audit trail**: field saves, primary-entity changes, and icon and logo uploads are recorded in the Audit Log. Creating a sandbox is recorded in the new sandbox's own Audit Log.
* **Other open sessions**: when another admin saves a change here, your page refreshes to show it.

## Related Articles

<CardGroup cols={2}>
  <Card title="Branding" href="/support/settings/branding">
    Set the brand color used on documents and shared links, and preview your icon and logo.
  </Card>

  <Card title="AR & Invoicing" href="/support/settings/ar-and-invoicing">
    Record the company default shipping terms and invoicing defaults.
  </Card>

  <Card title="Company Setup" href="/support/settings/company-setup">
    Review Business Profile, Branding, and Locations together when setting up an entity.
  </Card>

  <Card title="Switch Entity and Location" href="/support/getting-started/switch-entity-and-location">
    Move between entities, locations, and the sandbox from the workspace header.
  </Card>
</CardGroup>
