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Company settings apply across every book in your company.
You need Manage company settings permission to change company settings.
Go to Settings → Company settings.

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Company details and record defaults

  • Company name — The company name shown across Slant.
  • Company website — Used where Slant needs your firm’s website or brand context.
  • Default household name — Sets how new clients and prospects are named.
  • Lock new notes by default — Creates new notes as locked until a user with Manage note locks permission unlocks them.
  • Default country — Sets the initial country for new phone numbers and addresses. It does not rewrite existing records.
The country picker places your default first when you add an address or phone number. Slant uses the United States when no company default has been selected.

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Security and email import

  • Automatic sign-out — Signs users out after the selected period of inactivity.
  • Blacklisted emails — Prevents messages from listed addresses or domains from importing for anyone in the company.
Click Save changes after updating company settings.

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Review the company audit log

You need View audit log permission to view audit history. Go to Settings → Company settings, then click View audit log under Company audit log. The table shows Time, User, Action, Record, Field, and Value. Use Filter to narrow by Record types, Action, User, Field, or Date. Use Search to find entries, Show deleted records to include deleted records, and Add audit column to show additional columns. On supported record menus, View audit log opens history for that record. Audit access is separate from editing records or reviewing note and task version history.