Company Settings
The Company settings area is where you manage everything that defines your business in TimberCloud: your subscription, company profile and contact details, billing address, locale and currency, shop locations, your team, sales representatives, and access permissions.
Navigation: Settings → Company
The Company section is organized into tabs: General, Users, Employees, Sales Reps, Permissions, Locations, and Notifications.
Looking for AI or website settings? Company-wide AI guidance lives under Settings → Catalog → AI Settings (see AI Settings), and your hosted website's domain, theme, analytics, and SEO live under Settings → Website (see Domain, Theme & SEO).
General Settings
Subscription Management
Your current plan and subscription status are shown at the top of the General tab. TimberCloud offers five plans — Free, Commerce, Build, Production, and Enterprise. For a full comparison of prices, platform fees, included users, and features, see Subscriptions & Plans.
The status reflects the live state of your subscription in Stripe:
| Status | What it means |
|---|---|
| Trialing | You're in your 14-day free trial. All features are unlocked; your card isn't charged until the trial ends. |
| Active | Your subscription is current and all plan features are available. |
| Past Due | A payment failed. Update your card via Manage Subscription to avoid losing access. |
| Unpaid | Repeated payment failures. Update your payment method to restore the account. |
| Canceled | The subscription has ended. Re-subscribe to restore paid features. |
| Incomplete / Incomplete Expired | The first payment didn't complete (e.g. the card needed extra verification). |
| Paused | The subscription is temporarily paused. |
For what each status means in detail and what to do about it, see Billing & Free Trial.
During your trial, a banner shows your trial end date along with an Activate subscription now button. Clicking it ends the trial early, charges the card on file immediately, and activates your plan. Otherwise, the trial runs the full 14 days before your first charge — and you can cancel anytime before then with no charge.
Click Manage Subscription to open the secure Stripe Customer Portal, where you can:
- Update your payment method
- View invoices and payment history
- Change plans (upgrades are pro-rated and apply immediately; downgrades take effect at your next renewal)
- Cancel your subscription (you keep access through the end of the current billing period)
Tip: There are no overage fees on orders, users, or storage — you only pay your plan price (plus any add-ons and the per-charge platform fee). See Subscriptions & Plans and Billing & Free Trial.
AI Features
AI is built into TimberCloud and is included with your plan — there is no separate AI add-on, per-document charge, or trial lockout. Document-to-order AI and pricing/product AI are available from the Commerce plan and up (and during the 14-day trial), gated by your plan and the user's role permission.
You don't enable or pay for AI here. Instead:
- AI Order Assistant — turn an uploaded PDF, blueprint, spreadsheet, photo, or CAD file (DWG/DXF) into a ready-to-review order. See AI Order Assistant.
- AI Pricing & Product Builder — generate pricing formulas and import catalogs from plain English or uploaded files. See AI Overview.
- Global AI Instructions — steer how AI behaves across the product (your terminology, brand voice, and defaults). Configured under Settings → Catalog → AI Settings — see AI Settings.
Company Profile
Company Information
Update your company's core identity:
| Field | Description |
|---|---|
| Company Logo | Upload your logo (shown on invoices, documents, and the storefront). |
| Company Name | Your official business name. |
| Website | Your company's website URL. |
Contact Information
Primary contact details for your company:
| Field | Description |
|---|---|
| Full Name | Primary contact's full name. |
| Email Address | Main email for communications. |
| Phone Number | Direct contact number. |
Billing Address
Your company's official address, used on invoices and documents:
| Field | Description |
|---|---|
| Address 1 | Street address. |
| Address 2 | Suite, floor, or building (optional). |
| City | City of operation. |
| State/Province | State or province (auto-populates based on country). |
| ZIP/Postal Code | Postal code. |
| Country | Country of operation. |
Locale & Currency Settings
Configure regional preferences that control how dates, numbers, and currency are displayed throughout the application.
Country/Region
Select your operating country. This automatically suggests appropriate locale settings, a default currency, and region-specific formatting.
Default Locale
Choose your preferred locale for formatting:
| Locale | Date Format | Number Format |
|---|---|---|
| English (United States) | MM/DD/YYYY | 1,234.56 |
| English (United Kingdom) | DD/MM/YYYY | 1,234.56 |
| English (Canada) | DD/MM/YYYY | 1,234.56 |
| French (France) | DD/MM/YYYY | 1 234,56 |
| German (Germany) | DD.MM.YYYY | 1.234,56 |
| Spanish (Spain) | DD/MM/YYYY | 1.234,56 |
| Japanese (Japan) | YYYY/MM/DD | 1,234.56 |
| ...and more |
Currency Configuration
| Setting | Description |
|---|---|
| Lock to Country Currency | When enabled, currency automatically matches your country selection. |
| Currency | Select from a wide range of world currencies. |
| Currency Symbol | Automatically set based on the selected currency. |
Format Preview
A live preview shows how your settings will display:
- Date Format — e.g. "December 9, 2024"
- Number Format — e.g. "1,234.56"
- Currency Format — e.g. "$1,234.56"
Important: Changes apply to new transactions and documents. Existing documents keep their original formatting.
For more on multi-currency and locale behavior, see Internationalization.
Locations
Manage one or more shop locations under Settings → Company → Locations.
Plan note: Operating multiple locations (multi-warehouse) is a Production plan feature (also included on Enterprise). On Free, Commerce, and Build you operate from a single location. See Subscriptions & Plans and Inventory Locations.
Location Strategy
Choose how locations are selected for order fulfillment:
| Strategy | Description |
|---|---|
| Primary Location Default | Orders always route to your primary location. |
| Closest to Customer | Selects the location nearest to the customer's shipping address. |
| Best Inventory Match | Routes to the location with the best available inventory for the ordered items. |
Managing Locations
Each location can be configured with:
| Setting | Description |
|---|---|
| Name | Unique identifier for the location. |
| Description | Brief description of this location. |
| Address | Full street address with Google Places autocomplete. |
| Timezone | The location's operating timezone. |
| Service Radius | Maximum delivery distance in miles. |
| Fulfillment Types | Store Pickup, Delivery, Shipping, Curbside. |
| Active Status | Enable or disable the location. |
| Primary | Designate as the default location. |
LTL Pickup Characteristics
Specify characteristics that affect LTL freight pickups from this location:
| Service | Description |
|---|---|
| Liftgate Pickup | Location requires liftgate service (no loading dock). |
| Residential Pickup | Pickup from a residential address. |
| Limited Access Pickup | Gated, restricted hours, etc. |
| Construction Site | Active construction-site pickup. |
| Inside Pickup | Requires inside access beyond the loading dock. |
Operating Hours
Configure operating hours with flexible day groupings:
- Click Add Hours Set.
- Select the applicable days (e.g. Monday–Friday).
- Set the open and close times.
- Add additional sets for different schedules (e.g. weekend hours).
Users
The Users tab is where you invite and manage your team. Each plan includes a number of seats, and additional users above that count are $50/user/month:
| Plan | Included seats |
|---|---|
| Free | 1 |
| Commerce | 1 (+$50/user/mo) |
| Build | 7 (+$50/user/mo) |
| Production | 15 (+$50/user/mo) |
| Enterprise | Unlimited |
Plan note: Full team management lives on the dedicated Users page, which is a Build plan feature. Adding users beyond your included seats adjusts your subscription automatically. See User Management and Customer Claims.
Employees
View and manage users who are registered as employees. This mirrors the Users functionality with employee-specific filtering, so you can quickly see just your internal staff.
Sales Representatives
Manage your sales team and their customer assignments under Settings → Company → Sales Reps.
| Feature | Description |
|---|---|
| Add Sales Rep | Assign an existing user as a sales representative. |
| Customer Linking | Connect sales reps to customer accounts. |
| Commission Tracking | Track sales by representative. |
Note: A user must be created before they can be assigned as a sales representative.
Permissions
Configure granular, role-based access control for your organization under Settings → Company → Permissions.
Roles are company-configurable — you define which roles exist and what each one can do. Two roles are special-cased: Admin (full access, including settings and billing) and Customer (external storefront-portal access). All other roles are created and edited here to fit your team.
Permission Categories
When configuring a role, you control access across categories such as:
Product Management
- Create / Edit Products
- Delete Products
- Duplicate Products
User Management
- Create User
- Edit User
- Delete User
- Manage Roles
- Manage Claims
Order Management
- Create Order
- Edit Order
- Manage Tracking
- Order Settings
- Archive Order
- Duplicate Order
Customer Management
- Create Customer
- Edit Customer
- Delete Customer
Company Settings
- Manage Subscription
- Manage Company Profile
Payment Management
- Post Payments
- Authorize Payments
- Refund Payments
Page Accessibility
Control which sections of the dashboard each role can open — for example Reports, Shop, Customers, Users, and Settings. (Some sections also depend on your plan; for example Reports requires Build and up, and Shop requires Production and up.)
Tip: AI-powered actions also respect these permissions. For example, using the AI Order Assistant requires both the company's AI entitlement (Commerce+) and the user's role permission.
Related Settings
- AI Settings — company-wide Global AI Instructions (Settings → Catalog → AI Settings)
- Domain, Theme & SEO — your hosted website's custom domain, theme, analytics, and SEO (Settings → Website)
- Storefront Settings — selling mode, price visibility, and embed setup
- Order Settings — order processing, payment terms, and delivery options
- Account Settings — your personal profile and notification preferences
- User Management — detailed team and role management
- Subscriptions & Plans and Billing & Free Trial