Account & Business Setup

Overview

The Account & Business Setup section covers everything you need to configure your Accoraze workspace — from your personal profile to your business branding and email delivery.

These settings shape how your business appears to customers on invoices, receipts, and other documents.

What's Covered

• Profile — Your personal account details, password, and email
• Business Information — Your company name, address, contact details, and tax ID
• Branding — Your logo and brand colors that appear on generated documents
• Business Settings — General business configuration and preferences
• Email & SMTP — Sending customer-facing emails from your own business email address

Who Should Read This

• Business owners setting up their Accoraze workspace for the first time
• Admins managing business settings and team access
• Managers updating branding and business details

Getting Started

Before you start processing sales and sending invoices to customers, make sure your business details are complete:

1. Go to Settings → Business Information and fill in your company details
2. Upload your logo under Settings → Branding
3. Configure SMTP email settings so invoices and receipts can be emailed to customers

Key Concept: Platform Email vs. Business SMTP

Understanding the two email systems in Accoraze is important:

• Platform email — Handles system messages like password resets, email verification, and account notifications. Works automatically without any configuration.
• Business SMTP — Sends customer-facing emails (invoices, receipts, order confirmations) from your own business email address. Requires configuration under Settings → SMTP.

Without SMTP configured, customers will not receive emailed invoices and receipts. They can still be downloaded as PDFs manually.