Company profile
The Profile page holds your company's own details and a set of company-wide options that affect orders, addresses and currencies.
To open it: go to Settings → Profile, or select your avatar at the bottom of the sidebar and choose My Account.
Edit the profile
- Select Edit at the top of the Company Profile panel.
- Change the fields you need.
- Select Save, or Cancel to discard your changes.
Each section of the page is controlled by its own permissions. You may be able to edit some sections and only view others, and a change to a section your roles can't edit isn't saved. See Who can change what.
Company logo and name
- Company logo — while editing, select the camera area to upload an image, or the trash icon to remove the current logo. Your logo appears at the top of the left sidebar.
- Company Name — your company's name as it appears in RushHour.
Company Info
| Field | What it's for |
|---|---|
| General Email | Your company's general email address. |
| Billing Email | The sending address used when you email quotes and bills of lading (BOLs) from RushHour. |
| Email From Accounting | The sending address used when you email invoices from RushHour. |
| CC Email | An address that is copied on the emails RushHour sends for your company. |
| Email From | Your company's default sending address, used for other emails RushHour sends for your company, such as password reset messages. |
| Link Your Website | Your company website. |
| Company Phone Number and Fax Number | Your company's phone and fax numbers. |
| Company Address, Country, State, City, Zip Code | Your company's address. Choose the country first, then the state and city. |
RushHour sends from one of your addresses only after that address has been verified for sending. Until then, the email goes out from your company's verified Email From address, or from a default RushHour address.
Order Info
These options apply to your whole company.
| Field | What it's for |
|---|---|
| Order Numbers Index | Where automatic order numbering starts. Each new order gets the next number, at or above this value, that isn't already in use. |
| Transaction Number Index | Where automatic numbering starts for payments, and for invoices that aren't numbered from an order. Set it before recording your first payment. |
| Weight, Distance, Size | The units your company works in: kilograms or pounds, miles or kilometers, inches or centimeters. |
| Max Route Addresses | The largest number of stops a route can hold. A route that reaches this number is treated as full when you assign more work. |
| Address Lookup Mode | Turn on Use Detailed Lookup to look up companies directly by their address. Leave it off to use grouped lookup. |
| Address Normalized Key | Turn on Include ZIP in normalized key to take the ZIP code into account when RushHour groups matching addresses. |
| Customer Portal AI Assistant | Turn on Enable the AI assistant in the Customer Portal to let your customers ask a read-only AI assistant about their own orders, quotes and invoices. |
The section also holds a few values that RushHour uses when it calculates prices, such as State for Gas Cost. See Pricing.
When you change Order Numbers Index or Transaction Number Index, RushHour asks you to confirm before saving, because the change affects the numbers given to new records. Select Cancel to put back the previous values.
For customers to use the Customer Portal AI assistant, their Customer Portal role also needs the Use AI assistant permission. The Customer Portal role has it by default, and you can change that on the Roles page — see Roles and permissions.
Currencies
- Enabled Currencies — the currencies you can price orders and invoices in. US dollars (USD) are always enabled.
- Default Currency — the currency used by default for new orders and invoices. It must be one of the enabled currencies.
If you only use one currency, RushHour doesn't ask you to choose one on orders and invoices. For exchange rates between currencies, see Settings → FX rates in the Pricing guide.
Document retention
The Document retention section is not available yet: a retention window entered there is not saved. It never deletes documents. See Data retention.
Plan Details
The Plan Details panel on the right of the page is not in use yet. You can't change your plan or manage payment methods from this page.
Who can change what
| To do this | Your roles need this permission |
|---|---|
| See the company logo, name and Company Info | Profile tab - View company Info/profile |
| Change the company logo, name and Company Info (except Email From Accounting) | Profile tab - View company Info/profile and Profile tab - Edit company Info/profile |
| Change Email From Accounting | Billing - view details and Billing - edit billing email/footer text |
| See the Order Info section, including the Customer Portal AI Assistant option | Profile tab - View Order Info |
| Change the Order Info section | Profile tab - View Order Info and Profile tab - Edit Order Info |
| Change currencies | Billing - edit invoice preferences |
To learn how permissions are granted, see Roles and permissions.