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Company Settings

Company Settings is where you manage your company's own details — its name and official numbers — along with the people who can use the system for this company.

It is organised into three tabs: Company Info, Members, and Invitation.

note

Company Settings is opened from your company area (for example, from the setup prompt on the Dashboard when something is missing). It is usually managed by an administrator. If you cannot open it, you may not have permission.

Company Info​

This tab holds your company's details, grouped into sub-tabs:

Sub-tabWhat you enter
GeneralCompany name, registration number, address, contact details and time zone.
EPFYour employer EPF (KWSP) number and EPF settings.
SOCSOYour employer SOCSO / EIS (PERKESO) number and settings.
TaxYour LHDN income-tax employer numbers (such as the E number), used on tax and EA forms.
OtherAny remaining company settings, such as HRDF.

To update your company details:

  1. Open Company Settings → Company Info.
  2. Work through each sub-tab and fill in the details.
  3. Save.

You can also upload your company logo here. The logo appears on payslips and reports.

warning

The employer numbers (EPF, SOCSO/EIS, LHDN, HRDF) are printed on the official government forms. A wrong number can cause a submission to be rejected — check them carefully.

Members​

The Members tab lists everyone who can access this company.

  • Change a member's role to control what they can do (see Roles and Access Rights).
  • Deactivate or remove a member to revoke their access to this company. This does not affect any other company they belong to.

Invitation​

The Invitation tab is how you add a new person to the company.

  1. Open Company Settings → Invitation.
  2. Start a new invitation.
  3. Enter the person's email and choose the role they should have.
  4. Send it.

The person receives an email with a secure link. When they accept and set their own password, they become a member of your company with the role you chose. The tab also lists pending invitations so you can track or resend them.

tip

Inviting people is the recommended way to add users — they set their own password through the link, so you never have to handle anyone's password.

note

If you see a message that you cannot invite members, your role does not have the "create" permission for this. Ask an administrator to grant it.