---
title: "Step One: Configure General Company Settings"
url: "https://help.psarev.io/en/article/configure-general-company-settings"
language: "en"
last_updated: "2025-11-14T14:54:19.321Z"
---

# Step One: Configure General Company Settings

This checklist includes the core, system-wide settings you’ll need to complete for your company when setting up Rev.io. These configurations establish the foundation of your environment and ensure that your key processes function correctly.

Follow the steps outlined below to configure your general company settings. Most of these items are required when you are onboarding with Rev.io, while a few are optional. We recommend completing the optional steps now if you plan to use those features. If not, you can simply skip them and return later as your needs evolve.

<table><tbody><tr><td style="background-color:#79D8F9;border:8px solid hsl(0, 0%, 100%);vertical-align:top;width:200px;"><span style="color:hsl(0, 0%, 0%);"><strong>Menu Path</strong></span></td><td style="background-color:#79D8F9;border:8px solid hsl(0, 0%, 100%);vertical-align:top;"><span style="color:hsl(0, 0%, 0%);"><strong>Configuration</strong></span></td></tr><tr><td style="background-color:#E3F5FD;border:8px solid hsl(0, 0%, 100%);vertical-align:top;width:200px;"><span style="color:hsl(0, 0%, 0%);">Admin &gt; System Settings &gt; <strong>Email Settings</strong></span></td><td style="background-color:#E3F5FD;border:8px solid hsl(0, 0%, 100%);vertical-align:top;"><span style="color:hsl(0, 0%, 0%);">Enter and validate your outgoing email addresses for the system.&nbsp;</span><br><span style="color:hsl(0, 0%, 0%);">ℹ️ </span><a href="https://help.psarev.io/en/article/system-settings-email-settings" target="_blank" rel="noopener noreferrer"><span style="color:hsl(0, 0%, 0%);">System Settings: Email Settings</span></a><span style="color:hsl(0, 0%, 0%);">&nbsp;</span><br><span style="color:hsl(0, 0%, 0%);">ℹ️ </span><a href="https://help.psarev.io/en/article/validating-outgoing-email-addresses" target="_blank" rel="noopener noreferrer"><span style="color:hsl(0, 0%, 0%);">Validating Outgoing Email Addresses</span></a></td></tr><tr><td style="background-color:#E3F5FD;border:8px solid hsl(0, 0%, 100%);vertical-align:top;"><span style="color:hsl(0, 0%, 0%);">Admin &gt; System Settings &gt; Company &gt; <strong>Company Information</strong></span></td><td style="background-color:#E3F5FD;border:8px solid hsl(0, 0%, 100%);vertical-align:top;"><span style="color:hsl(0, 0%, 0%);">Enter your company address and click the <strong>Save </strong>button.</span><br><span style="color:hsl(0, 0%, 0%);">ℹ️ </span><a href="https://help.psarev.io/en/article/system-settings-company#company-information" target="_blank" rel="noopener noreferrer"><span style="color:hsl(0, 0%, 0%);">System Settings: Company (Company Information)</span></a></td></tr><tr><td style="background-color:#E3F5FD;border:8px solid hsl(0, 0%, 100%);vertical-align:top;width:200px;"><span style="color:hsl(0, 0%, 0%);">Admin &gt; System Settings &gt; Company &gt; <strong>SMS Notifications</strong></span></td><td style="background-color:#E3F5FD;border:8px solid hsl(0, 0%, 100%);vertical-align:top;"><span style="color:hsl(0, 0%, 0%);">Enable SMS notifications for your company (optional).</span><br><span style="color:hsl(0, 0%, 0%);">ℹ️ &nbsp;</span><a href="https://help.psarev.io/en/article/system-settings-company#sms-notifications" target="_blank" rel="noopener noreferrer"><span style="color:hsl(0, 0%, 0%);">System Settings: Company (SMS Notifications)</span></a></td></tr><tr><td style="background-color:#E3F5FD;border:8px solid hsl(0, 0%, 100%);vertical-align:top;width:200px;"><span style="color:hsl(0, 0%, 0%);">Admin &gt; System Settings &gt; My Preferences &gt; <strong>SMS Notifications</strong></span></td><td style="background-color:#E3F5FD;border:8px solid hsl(0, 0%, 100%);vertical-align:top;"><span style="color:hsl(0, 0%, 0%);">Click the <strong>Receive SMS Notifications </strong>option and enter your phone number (optional).</span><br><span style="color:hsl(0, 0%, 0%);">ℹ️ </span><a href="https://help.psarev.io/en/article/system-settings-my-preferences#sms-notifications" target="_blank" rel="noopener noreferrer"><span style="color:hsl(0, 0%, 0%);">System Settings: My Preferences (SMS Notifications)</span></a><br><span style="color:hsl(0, 0%, 0%);"><strong>NOTE:</strong> Each user who wants to receive SMS notifications must complete this step.</span></td></tr><tr><td style="background-color:#E3F5FD;border:8px solid hsl(0, 0%, 100%);vertical-align:top;width:200px;"><span style="color:hsl(0, 0%, 0%);">Admin &gt; System Settings &gt; Billing Config &gt; <strong>Bill Profile</strong></span></td><td style="background-color:#E3F5FD;border:8px solid hsl(0, 0%, 100%);vertical-align:top;"><span style="color:hsl(0, 0%, 0%);">Rev.io comes with 2 prepopulated templates that you can edit, or you can create your own bill profile(s). Most of the settings will work fine from the template, but be sure to review the following:</span><br><span style="color:hsl(0, 0%, 0%);">1. Upload your company <strong>logo</strong>.</span><br><span style="color:hsl(0, 0%, 0%);">2. Adjust your <strong>Term Days </strong>or <strong>Due Day </strong>if necessary.</span><br><span style="color:hsl(0, 0%, 0%);">3. Adjust the <strong>Returned Payment Fee </strong>if necessary.</span><br><span style="color:hsl(0, 0%, 0%);">4. Adjust the <strong>Late Fee</strong> options if necessary.</span><br><span style="color:hsl(0, 0%, 0%);">5. Enter your company's <strong>Remit Address</strong>.</span><br><span style="color:hsl(0, 0%, 0%);">ℹ️ </span><a href="https://help.psarev.io/en/article/create-edit-bill-profiles" target="_blank" rel="noopener noreferrer"><span style="color:hsl(0, 0%, 0%);">Create/Edit Bill Profiles</span></a></td></tr><tr><td style="background-color:#E3F5FD;border:8px solid hsl(0, 0%, 100%);vertical-align:top;width:200px;"><span style="color:hsl(0, 0%, 0%);">Admin &gt; <strong>Roles &amp; Permissions</strong></span></td><td style="background-color:#E3F5FD;border:8px solid hsl(0, 0%, 100%);vertical-align:top;"><span style="color:hsl(0, 0%, 0%);">Rev.io comes with 1 prepopulated Standard User role. Create additional roles needed to control permission levels for your organization (Admin, Technician, etc.).</span><br><span style="color:hsl(0, 0%, 0%);">ℹ️ </span><a href="https://help.psarev.io/en/article/add-edit-roles" target="_blank" rel="noopener noreferrer"><span style="color:hsl(0, 0%, 0%);">Add/Edit Roles</span></a></td></tr><tr><td style="background-color:#E3F5FD;border:8px solid hsl(0, 0%, 100%);vertical-align:top;width:200px;"><span style="color:hsl(0, 0%, 0%);">Admin &gt; <strong>User Management</strong></span></td><td style="background-color:#E3F5FD;border:8px solid hsl(0, 0%, 100%);vertical-align:top;"><p><span style="color:hsl(0, 0%, 0%);">When you are ready to allow users into your environment, add your users. By default, all users get the <i>Standard User </i>role when they log in the first time, but you can edit the user and change their role once they've logged in.</span></p><figure class="table"><table><tbody><tr><td style="background-color:#FCBFC3;padding:20px;vertical-align:top;"><span style="color:hsl(0, 0%, 0%);"><strong>NOTE:</strong> New users created in Rev.io will <strong>not&nbsp;</strong>display in the User Management list view until they log into Rev.io for the first time.</span></td></tr></tbody></table></figure><p><span style="color:hsl(0, 0%, 0%);">ℹ️ </span><a href="https://help.psarev.io/en/article/add-edit-users" target="_blank" rel="noopener noreferrer"><span style="color:hsl(0, 0%, 0%);">Add/Edit Users</span></a></p></td></tr></tbody></table>

Now that you've configured your general company settings, next up is [Step Two: Enable Inventory Management (Optional)](https://help.psarev.io/en/article/step-two-enable-inventory-management).