Set Up Your Company Profile

Your company profile is the foundation of your Tesoro account. It determines how your office appears to clients, which currency and timezone are used by default, and how email, calling, watermarks, and tag structure work for your entire team. Set this up correctly before you add properties or contacts: changing it later can cause confusion for your team.

Admin access required

These settings are reserved for users with the Admin role and an active Tesoro subscription. If you don’t see the Settings page, ask your administrator.

When to use this

• You are setting up Tesoro for the first time
• You are billing through a different country or currency and want that as the new default
• You want to standardize watermarks, reference numbers, or tag libraries for the entire team

One account per office

Does your organization have multiple branches? Each office creates its own Tesoro account, with its own subscription and branding. This settings page applies to one account.

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Where to find it

Click the gear icon in the top-right header or go directly to Settings → Company Settings. In the left sidebar you will see groups: GENERAL, SUBSCRIPTIONS, USER AND CONTROLS, TEMPLATES, WEBSITE, MLS, CALENDAR, DEVELOPERS.

Under GENERAL, select Company Settings. At the top of the right pane there are ten tabs: Company Settings, Email Settings, Call Settings, Watermark, Reference Numbers, Tags, API Keys, AI Settings, Client Portal Settings, Threshold.

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The Company Settings page. The left sidebar groups all settings pages. The right pane shows the ten tabs under Company Settings.

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The basics: Company Settings tab

Start here. The tab is called Company Settings (first tab on the left). Only one field is required: Company name.

1. Company name fill in. This is the only required field. The name appears throughout the CRM, in documents and in notifications from the platform.

2. Add contact details (all three optional):

   • Email: free text
   • Phone Number: international format. The country flag on the right opens a dropdown to select the country code (default 🇪🇸 +34)
   • Website: URL

3. Timezone and Currency choose from dropdowns:

   • Timezone: determines the date/time display for the entire team (e.g. GMT+1:00 Europe/Madrid)
   • Currency: default currency symbol for property prices and deal values

4. Location within a building (optional, only for identification within a larger complex):

   • Floor
   • Building Name
   • Apartment Number

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Address details

Use the map pin

Next to the Street field, there is a map pin icon on the right. Click it: a full-screen map opens. Search for your office or click on the correct location, then Tesoro automatically fills in Street, City, State, Zip code, and Country (including GPS coordinates). Much faster and more accurate than manual entry.

For manual entry: choose Country from the dropdown (do not type freely). All address fields are optional.

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Social media

At the bottom: Social Media Information with 8 platform fields. All optional. If you fill them in, the URL must be valid (starting with https://).

Supported: Facebook, Twitter, Instagram, LinkedIn, TikTok, Snapchat, YouTube, Pinterest.

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Bottom of Company Settings: additional location fields, address section with map pin, and Social Media Information with eight platforms.

Click Save at the bottom to save everything. Changes take effect immediately for your entire team.

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The other tabs

Once Company Settings is set, configure the other tabs as needed.

Email Settings

Company-wide email signature and sender settings for automatic transactional emails (lead notifications, deal updates).

Set this up before you send your first message to a lead, otherwise your initial follow-up will be without a signature.

Call Settings

Twilio integration for calling from the CRM. Enter your Twilio credentials: then agents can call and receive calls directly from contact and lead records.

Watermark

Automatic watermark on shared or exported property photos.

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The Watermark tab: three settings plus a preview of the default watermark.

Three settings:

• Watermark position: where on the photo the watermark appears (e.g. Center)
• Watermark Platform: for which export flow it applies (e.g. Website)
• Amount of transparency: how transparent (e.g. 0.4)

Uploaded file types: WebP, JPEG, PNG. Recommended dimensions: 200×100px (2:1 ratio).

Reference Numbers

Automatic numbering for deals, properties, and records.

• Prefix and/or Suffix for the format (e.g. TES-00042-2026)
• Sequential Numbering: each new record gets the next number
• Locking prevents editing afterwards. Be careful: after locking, a change can cause gaps or duplicates.

Tags

Tag library for contacts, properties, and deals. The tab is called Tags (not “Company Tags”).

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The Tags tab: a counter shows how many tags you can still add (max 100), each tag has a color dot.

• Add tag opens a dialog where you choose name and color
• Maximum of 100 tags per account (the counter at the top, e.g. 7/100, shows the status)
• Each tag gets a color dot for visual recognition in lists and pipelines
• Click the × next to a tag to delete it
• Plan the tag structure before you add contacts: consistent use makes filtering and reporting much more powerful.

API Keys

API keys for integrations with external tools and automations.

Treat keys like passwords: store securely, never share publicly.

AI Settings

One toggle for the in-CRM AI features (translating, unbranding property descriptions, lead processing). Turn it on to give agents access.

Full explanation in AI in Tesoro.

Client Portal Settings

How your white-label Client Portal behaves and what clients see and can do after logging in.

Changes apply immediately to every portal session linked to this account.

Threshold

Thresholds for “on market too long” notifications on properties:

• Orange: first signal, property needs attention
• Red: critical level, reconsider price or strategy

Set the number of days according to your local market norms.

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Recommended setup order

1. Company Settings: Company name, Timezone, Currency set correctly right away (affects everything)
2. Address: via the map pin for accuracy
3. Social media: for visibility in portal and communication
4. Email Settings: signature before your first lead follow-up
5. Call Settings: Twilio for agents who want to call
6. Reference Numbers: before your first deal or property (changing later causes confusion)
7. Tags: before your first contacts are created
8. Watermark: before photos are shared or exported
9. Threshold: before listings go live

Changes take effect immediately

Especially Timezone and Currency affect everyone immediately. Coordinate with your team before changing them on an active account.

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Next step

Company profile is set. Time to bring your team on board.

Invite and manage users Add team members, assign roles, and let them get started.