🕰 Est. Time: 5-10 minutes
🎯 Goal: How to navigate your company profile, as well as how additional branches can help with workflows
🔑 Requirements: Your company permission level
💼 Company settings
Company settings allow you to personalise your Streamtime account to reflect your company details and ways of working.
To access your Company Settings, click the ⚙️ Settings icon in the sidebar and select Your Company. From here, you can manage key settings like:
Setting | What it controls |
Company Name | How your company name appears across Streamtime and on client-facing documents. |
Country & Default Currency | Your home country and reporting currency. |
App URL | The web address your team uses to access Streamtime. |
Default Branch | The branch Streamtime uses when no specific branch is chosen. |
How job and group numbers are formatted and sequenced. | |
Tax Rates & Tax Number | Your default tax rate (e.g. GST, VAT) and local tax ID. |
Whether your team is required to use 2FA. | |
Branches | The different entities, offices, or identities you run from one account. |
Updating your company name and URL
From your Company Profile, you can edit your name or URL anytime by clicking the edit icon (pencil) on the far right.
Please note that this can take up to 24 hours to fully reflect.
For peace of mind, any links your team has previously saved with the old URL will continue to work, so there are no hiccups to your access.
Branches
Branches help you to differentiate between different divisions or locations within your business, or even set up an identity for an entirely different business; all from the same Streamtime account.
By default, you’ll have 1 branch to manage your main business identity. Within each branch you can customise key client-facing and financial details, such as:
Branch setting | What it controls |
Company Name, Address & Logo | How this branch appears on quotes, invoices, and POs. |
The default email content and settings used when emailing from this branch. | |
Terms & Conditions & Payment | The payment details and terms that appear on quotes and invoices. |
Accounting Package | Which external accounting system this branch is connected to. |
Date, Number & Paper Settings | How dates, numbers, and paper size are formatted on client-facing documents. |
Default Payment & Tax Settings | Default payment terms, tax rate, and tax number used for invoices from this branch. |
How invoice and credit note numbers are sequenced for this branch. | |
Reply-to Addresses | Which email addresses receive replies to invoices, quotes, and purchase orders from this branch. |
Uploading your logo
Click the logo placeholder (or existing logo), then upload a file from your computer.
Some useful notes:
Recommended width: 800px
Max file size: 20 MB
Supported formats: JPG, PNG or GIF
Larger logos will automatically scale down to fit.
The size of the logo on your client-facing documents will vary depending on which template you use.
Creating a new branch
Hit the ‘Create New’ button in the top-right hand corner to create a new branch.
If this option isn’t available to you, please reach out and we can help.
Assigning clients to branches
If you work with clients on different payment terms, you can use branches to manage this.
For example, you might create a branch called “45 days”:
Create a new branch called “45 days”.
Copy the details from your main branch.
Set the Default Payment Terms to 45 days.
Update the Terms & Conditions and payment details that feed into invoices, if needed.
Next, assign clients who should use these terms:
Go to your Companies list.
Select the relevant clients.
Assign them to the “45 days” branch.
Once this is set up, Streamtime will automatically apply the correct branch when you select a client that has been linked to it. Jobs are created as normal, but whenever you create an invoice for that client, it will default to the pre-set terms for that branch.
Assigning team members to branches
You can assign team members to specific branches too. Go to ⚙️ Settings > Team Members
Click on the member’s name
Adjust the Branch
Save the changes
Assigning a branch ensures their jobs, quotes, and invoices pull the right branding, terms, and accounting settings automatically. Learn more about adding and managing your team.
Team members can still work across multiple branches as needed.
Assigning jobs to branches
When creating a new job, you’ll be asked to assign it to a branch.
To change the branch of an existing job:
Open the job and go to the Jumbotron
Click the Settings menu
Select the appropriate branch from the dropdown
This ensures the job is aligned with the correct location or team and reflects the right branding and financial settings.
↔️ Multiple accounts or multiple branches - what’s the difference?
If you’re trying to decide between creating multiple accounts or multiple branches, the below information can help you understand the difference.
Multiple branches
Creating additional branches in your main account means things are held within the same place.
Your teams will be able to see jobs for all branches, and (if needed) work collaboratively across these. It’s a useful way to handle multiple entities, where resources are shared across the branches and jobs.
One thing to note here, is that whilst your jobs can be created in additional currencies, and you can set up views for additional currencies within Streamtime, your account will always have a home currency - which will be whichever currency you set up the account with in the first place.
Multiple accounts
Multiple accounts is exactly what it says - setting up additional Streamtime accounts, and having those teams entirely separated.
This is a good option if your team does not share resources across jobs, as it allows for complete separation of jobs, team members, and resources.
You can also set a separate home currency per account, so if you want each of your teams to have an account that is set up within their home currency for reporting and data visualisation purposes, this is a great way to do this.
👀 Next steps
If you're wanting to learn more on the rest of Streamtime's account settings, head over to our getting started with Streamtime article to learn more about setting up your rate cards, master items, and more!