Customize your Business Settings

Business settings control how your company appears in AccountGroove and are used for compliance, communication verification, and system configuration. It’s important that this information is entered accurately.

Before you begin

Make sure the information you enter matches your legal business details exactly, as shown on your tax filings. This information is used for communication and verification purposes.

Access Business Settings

From the left-hand menu, at the bottom click Settings
Select Business Profile

Complete Your Business Profile

Fill out all required fields, including:

Legal business name
Business address
Country and time zone
Business phone number
Website
Currency and language

Click Update Information once completed.

Branded Domain Setup

Your branded sending domain will be configured by the AccountGroove team during implementation.

What this means

You do not need to change this setting yourself
The branded domain is used to protect your primary domain while improving email deliverability
Once configured, it will appear in your Business Profile

If you have questions about branded domains, contact the AccountGroove team support@accountgroove.com

Settings You Can Disregard

Some settings shown in the Business Profile are not required for AccountGroove to function properly at this stage.

You can safely ignore the following:

Opportunity-related warnings
Phone system or call tracking alerts
CRM or pipeline configuration notices
Contact deduplication preferences
Advanced compliance or automation notices

These warnings are part of the underlying platform and do not apply to AccountGroove’s standard setup.