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General company settings

The General tab in the Company section has two fields: company name and Company ID. It is used rarely: to check or change the name, or to copy the ID for integration with external systems. General — g

Updated September 11, 20262 min
The General tab in the Company section has two fields: company name and Company ID. It is used rarely: to check or change the name, or to copy the ID for integration with external systems.



General — general company settings

When to open this section
Change the company name after a rebrand or project change.
Provide the Company ID to support when an operator asks for the company identifier.
Check that you are in the right company if there are multiple organizations in one account.




How it works

One user in Chatterfy can have multiple companies — for example, an agency manages CRM for several clients, with each client in its own company. You switch between them in the top menu of the account. The General section applies only to the company that is currently selected.
The company name is displayed in the interface for identification. Company ID is an internal identifier: it does not change and, by default, is not shown to “random” users.
Owner and Admin can change the name. Company ID cannot be changed — only copied.



Parameters

Field
What it defines
Who can change it
Company name
The company name in the interface. Visible wherever the company is identified: top menu, email headers, reports
Owner and Admin
Company ID
The unique company identifier. It does not change.
No one; copy only
See the full list of roles and permissions in the article User Roles.



Use cases

Support request

When contacting support, include the Company ID — the operator will find the company faster.

Rebranding — change the name

Owner or Admin changes Company name and saves. The new name is immediately visible to all company users in the interface.



What to keep in mind

Company ID is a public technical identifier, not a secret key. You can share it when setting up integrations. There is no need to publish it unnecessarily. Access is protected through roles, not by hiding the ID.



FAQ

Names can be the same and can change during rebranding. Company ID is unique and immutable — it is used as a stable technical identifier.

No. These are only the settings for the current company. Create a new organization using the company switcher in the top menu of the dashboard (the “Create new” button).

There is no hard limit: each company is independent (balance, bots, team). If you have multiple companies, switch between them in the top menu. Billing and users are separate.

Company members with access to the General section (Owner and Admin). Operators and buyers do not see the ID here. Outside Chatterfy, the ID only appears in systems where you entered it yourself.



Related

Administration (Company)
The Company section is about the company’s infrastructure. Not sales or advertising. Here you manage the team, projects, access permissions, and action control. In most cases, you only need to go here
Users — company users
The Users section is a table of all company employees. Here you can see each person's role, which Spaces they have access to, and when they last signed in. Available only to Owner and Admin. Operator
User Roles
When to refer to this article You are adding a new employee and choosing a role for them It is unclear why one user sees Spaces and another does not You need to raise or lower the access level of an e
Billing — Company Balance and Expenses
The Billing section is for managing the company balance and controlling expenses within the platform. Here you top up the balance, view the transaction history, and analyze where the money is going. B
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With a webhook, an external service can update user data, change the chat status, switch Flow steps, write values to Custom Fields, add or remove tags, and manage the conversation from an external sys

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On this page

  • General — general company settings
  • How it works
  • Parameters
  • Use cases
  • Support request
  • Rebranding — change the name
  • What to keep in mind
  • FAQ
  • Related