How Do I Configure Company Settings in Team SPG?

Company Settings controls how Team SPG works for your whole team: your company profile and logo, which days count as working days, what each role can see on the dashboard, default performance goals, notifications, and integrations. Only Owners and Co-Owners can access all settings, and changes take effect immediately after saving.

Accessing Settings

1. Click Settings in the left sidebar
2. Choose a settings category
3. Make your changes
4. Click Save

Only Owners and Co-Owners can access all settings.

Company Information

Basic company details are configured in the Company Info tab.

Company Details Form

Field	Description	Required
Company Name	Your business name	Yes
Address	Business address (street, city, state, zip)	Optional
Phone	Main phone number	Optional
Website	Your company website URL	Optional
Logo	Company logo for reports and branding	Optional

Logo Upload

To add or change your company logo:

1. Click Upload Logo button (or Change Logo if one exists)
2. File picker opens
3. Select an image file (JPG, PNG, recommended size: 200x200px or larger)
4. Image uploads and displays preview
5. Click Remove Logo to delete the current logo
6. Logo appears in reports and company branding

Working Days Selection

Configure which days of the week count as working days:

1. Find the "Working Days" section
2. Click day buttons to toggle:
   • Monday - Click to enable/disable
   • Tuesday - Click to enable/disable
   • Wednesday - Click to enable/disable
   • Thursday - Click to enable/disable
   • Friday - Click to enable/disable
   • Saturday - Click to enable/disable
   • Sunday - Click to enable/disable
3. Enabled days appear highlighted/selected
4. Disabled days appear grayed out
5. Working days affect dashboard "working days completed" calculation

Saving Changes

1. Make your changes to any fields
2. Save button appears or becomes enabled when changes are detected
3. Click Save or Save Changes button
4. Success message appears confirming save
5. Changes take effect immediately

Dashboard Visibility

Control what each role can see on their dashboard.

Configuration Table

The visibility table shows:

• Rows = User roles (Leader, Manager, Technician, CSR)
• Columns = Features/metrics
• Checkmarks = Visible to that role

Available Settings

Setting	Description
Company KTIs	Aggregate company metrics
Individual KTIs	Their own performance
Team KTIs	View other team members' data
Goals	Goal progress and targets
Budget	Financial information
Scorecard	Performance scorecard
Documents	Company document library
Team Activity	Access to all team activity

Team Activity Permission

The Team Activity column is special and has a tooltip:

• Hover over the column header - Tooltip explains: "Access to all team members' activity timeline and learning progress. Managers automatically see their direct reports regardless of this setting."
• Checked = Full access to all team members' activity (beyond direct reports)
• Unchecked = Limited to own activity (or direct reports for managers)

Important Notes:

• Managers can always see their direct reports' activity regardless of this setting
• All users can always see their own activity
• Owners always have full access (cannot be restricted)
• This setting primarily affects Leaders who want broader team visibility

How to Configure

1. Go to Settings > Dashboard Visibility tab
2. Find the Team Activity column (rightmost column)
3. Check/uncheck boxes for each role:
   • Check = Grant full team activity access
   • Uncheck = Limit to own/direct reports only
4. Hover over column header to see tooltip explanation
5. Click Save Changes button
6. Changes take effect immediately on next page load

Note at Bottom of Table

Below the visibility table, you'll see a note:

"Managers can always view activity for users who report to them."

This clarifies that manager permissions are automatic based on reporting structure.

How to Configure

1. Go to Settings > Dashboard Visibility
2. Check/uncheck boxes for each role
3. Click Save Changes

Changes take effect immediately on next page load.

Feature Access

Some features are enabled based on:

• Membership level
• Company configuration
• Feature flags

View enabled features:

1. Go to Settings > Features
2. See which features are active
3. Contact support to enable more

Integrations

Available Integrations

Integration	Purpose
ServiceTitan	Import KTI data
FieldEdge	Sync technician data
Housecall Pro	Performance metrics
QuickBooks	Financial data

Setting Up Integrations

1. Go to Settings > Integrations
2. Click the integration you want
3. Follow the authorization flow
4. Configure sync settings

Notification Settings

Configure email notifications:

Notification	When Sent
New User Welcome	When team members are added
Coaching Reminders	Before scheduled sessions
Course Assignments	When courses are assigned
Weekly Reports	Weekly performance summary

Managing Notifications

1. Go to Settings > Notifications
2. Toggle notifications on/off
3. Set email preferences
4. Save changes

Subscription & Billing

View your subscription:

• Current plan level
• Team member count/limit
• Next billing date
• Payment method

To upgrade:

1. Go to Settings > Subscription
2. Click Upgrade Plan
3. Select new level
4. Complete payment

Data Export

Export your data:

1. Go to Settings > Data
2. Choose what to export:
   • KTI history
   • Team roster
   • Course progress
3. Select format (CSV, Excel)
4. Download

Security Settings

Password Policy

Set minimum requirements:

• Minimum length
• Character requirements
• Expiration period

Session Timeout

Configure auto-logout:

• 15 minutes (high security)
• 1 hour (standard)
• 8 hours (convenience)

Frequently Asked Questions

Who can change company settings?

Only Owners and Co-Owners have full settings access. Other roles see only the settings their permissions allow.

What is Dashboard Visibility?

A per-role grid that controls what Leaders, Managers, Technicians, and CSRs see — company KTIs, team KTIs, goals, budget, scorecard, documents, and team activity. Owners are never restricted.

Do default goals override individual goals?

No — it's the reverse. Company defaults apply to everyone in a trade until you set individual goals, which take precedence for that person.

Related Topics

• Team Accounts - Manage team access
• KTIs - Performance tracking
• Dashboard - Using the dashboard
• Getting Started - Initial setup