Tetri Copilot
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Workspace & Company SetupUpdated May 2026

Company Profile

How to set up and update your company profile in Tetri Copilot.

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Overview

Your company profile contains the core business information that appears on invoices, documents, and compliance records. Keeping this accurate ensures your documents look professional and your compliance tracking is correct.

How to Update Your Company Profile

  1. 1

    Go to Settings in the left sidebar.

  2. 2

    Click General.

  3. 3

    You will see the Company Profile section.

  4. 4

    Update the fields as needed.

  5. 5

    Click Save Changes.

Company Profile Fields

FieldRequiredDescription
Company NameYour legal or trading name. Appears on all invoices and documents.
Email—Your business contact email. Used in automated communications.
Phone—Your business phone number.
Address—Your registered business address. Printed on invoices.
Tax / VAT Number—Your tax registration number. Printed on invoices if provided.
Registration Number—Your company registration number (Companies House number in the UK, etc.).
Industry—Your business sector. Used for compliance pack recommendations.

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