The Business Profile section is a collection of settings such as business name and address, among others.
TABLE OF CONTENTS
- What is the Business Profile?
- Where Do I Find the Business Profile?
- What is in the Business Profile Settings?
- Frequently Asked Questions
- Related Articles
What is the Business Profile?
Your Business Profile is the section of your sub-account settings where you can assign company data and configure settings that are applied across the entire sub-account. Setting up this section, and spending a few minutes configuring the settings, is critical to the way your sub-account operates.
To help you better understand all the components and elements within the Business Profile, we will be going through all the sections and settings one-by-one and explaining how to configure them and even giving you some use cases that will help you understand the outcome of each setting and configuration.
Where Do I Find the Business Profile?
Navigating to your Business Profile is quick and easy! We have also provided some screenshots below to help you find your way if you are more of a visual learner!
- Make sure you are in the chosen sub-account
- Click the Settings navigation item on the left side of your screen
- Once you are in Settings, the Business Profile will be the first navigation button in the Settings menu on the left-hand side of your screen.
- The Business Profile is also the first page of settings by default, so once you click the Settings button, you will automatically see the Business Profile
Login to HighLevel -> Select a Sub-Account -> Click Settings -> Business Profile
What is in the Business Profile Settings?
Business Profile Settings is broken up into 7 sections. Each is listed out below along with a link to more information on that section:
General Information
Stores your brand identity and key account details—logo, business names, email/phone, branded (API) domain, website, niche, default currency, and API key. Click here to learn more on this section.
Business Physical Address
Captures your official address and base locale settings, including Business Time Zone, Platform Language, and Outbound Communication Language for formatting dates and numbers. Click here to learn more on this section.
Business Information
Defines your legal entity type, industry, registration ID/number, and regions of operation used for compliance, approvals, and reporting. Click here to learn more on this section.
Authorized Representative
Records a designated person (name, title, email, phone) who can verify your business during compliance reviews and carrier approvals. Click here to learn more on this section.
General
Holds global behavior toggles that affect duplicates, booking time zones, verification, compliance defaults, bot detection, and related communication behavior. Click here to learn more on this section.
Contact Deduplication Preferences
Controls whether duplicates are allowed and sets the primary/secondary fields (Email, Phone) used to match new submissions to existing contacts. Click here to learn more on this section.
Enable / Disable Deprecated Features
Shows or hides legacy modules so teams can audit or migrate old assets while standardizing on modern features like Workflows. Click here to learn more on this section.
Frequently Asked Questions
Q: Do these settings apply across all users in the sub-account?
Yes. They’re sub-account-wide, though some pages can display in a user’s personal time zone.
Q: Can I change these settings later?
Yes. These settings can be updated later in time as needed. Be sure to test any changes that are made!
Related Articles
- Business Profile Settings - General
- Business Profile Settings - Business Information
- Business Profile Settings - Authorized Representative
- Business Profile Settings - Business Physical Address
- Business Profile Settings - General Information
- Contact Deduplication Preferences
- Business Profile Settings - Enable / Disable Deprecated Features
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