General Information Setup
Configuring your company's business info — name, FEIN, address, business type, website, and the other details company setup needs
Your company's core details live in the Business info stage, the first item on the Company Setup checklist. It collects what our tax partner needs to create your company, a few things Greenroom asks for itself (such as your website), and your pay frequency. Pay frequency starts out set to Weekly; fill in the remaining required details before submitting setup for review.
You need the Admin role to edit Business info, both during Company Setup and later in Settings. Payroll and Approver teammates ask an Admin to make these changes.
Accessing Business info
Open Company setup in the left nav and choose Business info in the stepper at the top. It's the first stage, and the wizard opens on it until it's finished. Fields are editable inline; there's no separate "edit mode." Save with the stage's own Save business info button, or with Save and continue at the foot of the wizard, which saves this stage first and only then moves on. Required fields carry an asterisk, including Business type and every required part of Business address: street, City, State, and ZIP. Until everything is filled in, a quiet line above the fields lists what's left ("Still needed to finish this step: …"), and the stage's heading shows no status line of its own. A required field left blank is flagged in red only when you try to save — never just because you walked past the stage. After approval, Business info is the first group of Settings → Company instead, which shows what's saved until you choose Edit (see Editing later).
What's actually in Business info
| Field | Required | Notes |
|---|---|---|
| Legal company name | Yes | Your production/company's legal or working name |
| d/b/a | No | Trade name, if different from the legal name |
| FEIN | Yes | Format XX-XXXXXXX — see below |
| Business type | Yes | Sole Proprietorship, Partnership, C-Corporation, S-Corporation, LLC, or Government Entity — our tax partner's own six-value list |
| Nonprofit status | No | "No — not a nonprofit", "Yes — 501(c)(3)", or "Yes — government entity 501(c) (rare)", as listed on your IRS determination letter. Changes federal unemployment (FUTA) treatment, and either "Yes" unlocks a New York unemployment election on the State tax stage |
| Phone | Yes | 10-digit US number |
| Website | Yes | The production's, the producer's, or the general manager's website ("Enter the production, producer, or general manager's website."). If you don't have a production site yet, use your producer or general manager firm's site. Enter a plain address; see Website below |
| Expected payee count | Yes | A rough headcount |
| Expected first payroll | Yes | The date you expect to run your first payroll |
| Pay frequency | Yes (preset) | Weekly, Biweekly, Semimonthly, or Monthly; starts as Weekly. This is what Greenroom reports to our tax partner. Greenroom itself always processes payroll weekly |
| Business address | Yes | Street address, an optional Apt / unit line, City, State, ZIP |
The stage counts as complete once the legal name, FEIN, full address (street, city, state, and ZIP), business type, phone, website, expected payee count, and expected first payroll are filled in and a pay frequency is set. Until then it isn't done, and Submit for review stays greyed out. The line above the fields names what's still missing (for example, "Still needed to finish this step: Business type, Phone, Website"). It includes a blank City, State, or ZIP, as does the summary shown when you try to submit incomplete setup.
A gap here follows you to the submit screen
Completing the stage isn't the last time this is checked. If any of these fields is blank — or holds only spaces — a card on the Submit Payroll step says so, names the missing fields, and links back here, with the explicit promise that the run stays where it is while you fix it.
This card warns about the details saved in Greenroom. Separately, Greenroom checks the company details held by our tax partner before sending, approving, or submitting a payroll. A confirmed missing phone there stops the action; an Admin adds or confirms it in Business info on Settings → Company and saves again. If that check cannot reach our tax partner, the page warns you. Business type, website, expected payee count, and expected start date remain Greenroom's own requirements. See Processing Payroll.
Show name lives elsewhere
Show name (e.g., "The Tempest," as distinct from your production company's legal or d/b/a name) isn't on this stage — it's set in Settings → Company: on its Show card before approval, and in the Business info group, beside these fields, after. It appears on reports, exports, and payee onboarding pages.
FEIN (Federal Employer Identification Number)
Enter your FEIN in the format XX-XXXXXXX — two digits, a hyphen, then seven digits. Type just the nine digits and the hyphen is inserted for you automatically.
You type: 123456789
It becomes: 12-3456789FEIN is optional when you first create your company (you can add it later), but Business info won't show as complete without one.
Your FEIN also does work on the State tax registrations stage. New York withholding and the commuter tax (MCTMT) are both filed under it, so neither asks you for a separate account number, and a company that isn't enrolled in New York's PrompTax program files its FEIN where an EFT PIN would go.
Website
Website is one of Greenroom's own requirements rather than something our tax partner needs from you. Business info isn't done without one, so you can't submit your setup for review until it's filled in.
Enter it as a plain address. example.com, www.example.com and https://example.com/about all save as typed. A few things are tidied for you: spaces at either end are trimmed, a trailing slash (what a browser's address bar usually copies) is dropped, and an upper-case HTTPS:// is lower-cased. Anything else in a shape our tax partner is known to refuse stops the save with "Enter the website as a plain address, like example.com or https://example.com/about. Leave out page file names such as /about.html, spaces, ?, #, a port number and a trailing dot.", and nothing else on the stage is saved until you fix it.
A website already on file in a shape our tax partner refuses doesn't hold up approval. When Greenroom creates your company there, a value Greenroom can tidy goes in tidied, and one it can't is left off.
Business address
Start typing your street address and matching suggestions appear (address autocomplete, powered by Radar) — pick one and city, state, and ZIP fill in automatically. You can also just type the full address by hand; nothing here blocks saving if autocomplete doesn't find a match or if you skip it. There's no separate "address validation failed" error state — if the fields are filled in, they save. A suite, floor, or apartment goes in the optional Apt / unit field, which is kept as its own line.
A complete address matters beyond this stage. Greenroom creates your company with our tax partner when it approves your setup, and it can't do that without the street, city, state, and ZIP. Until all four are on file, the Payroll signer and history stage reminds you ("Before approval, add your business address — missing …") with a Go to Business info button. Saving the signer isn't blocked by it.
New York only, for now
Greenroom only operates in New York at the moment. A company whose business address is in another state can't be registered with our tax partner, and the State tax registrations stage refuses any state but New York. If your production is based elsewhere, contact the Greenroom team.
Editing later
Every field on this stage has one place to edit it at a time. Until Greenroom approves your company, that's this stage. After approval, it's the first two groups of Settings → Company: Business info (the company's details, with the show name and first paid public performance beside them, saved with Save business info) and Payroll and approvals (expected payee count, expected first payroll and pay frequency, saved with Save payroll details). Each shows what's saved first, and Edit opens its form. See The Company tab.
Once your company is connected, saving Business info sends its legal name, d/b/a, phone, website, and business address to our tax partner and checks that they were received. You can use Save business info again without changing a field to resend those saved details (on Settings → Company, choose Edit first). Your FEIN is not part of this resend.
If they are saved here but not confirmed there, the form says: "Saved in Greenroom, but these business details are not yet confirmed with our tax partner. Review Business info and save again to retry. If this continues, contact Greenroom." Your saved changes stay in Greenroom while you retry, and a save our tax partner confirms clears the message.
A company Greenroom creates for you is normally approved as it's created, before it has a business type, phone, website, expected payee count or expected first payroll. While any required Business info field is blank after approval, and before any of your payrolls is paying out or paid, the Company setup nav item and the Continue setup link on the Dashboard's Finish company setup card both open Settings → Company. There, Business info and Payroll and approvals each open on their form while one of their fields is blank, with a line naming what's blank: "Still needed in Business info:" in the first, "Still needed:" in the second. See Finishing setup after approval.
Best practices
- Use the name that matches your official business registration — it's what shows up on union reports and tax filings.
- Add your FEIN as early as possible, even though it's optional at company creation: the State tax registrations stage files New York withholding and MCTMT under it.
- Fill in a website even if you don't have a production site yet; your producer's or general manager's will do. Without one, Business info isn't done and you can't submit for review.
- If your address autocomplete doesn't find your building, just type it manually — it still saves.
Common issues
FEIN won't format correctly
The hyphen after the second digit is added for you, and anything that isn't a digit is dropped as you type or paste, so 123456789 and 12-3456789 both end up as 12-3456789. Only the first nine digits are kept, so check for a stray extra digit at the start.
"Enter the website as a plain address…"
The website you typed has something in it that our tax partner won't accept, most often a page name such as /about.html, a ? or # part copied from the address bar, or a space. Keep just the site address (a path such as /about is fine) and save again. Until you do, nothing else on the stage saves either.
Business info still shows incomplete
Read the "Still needed to finish this step" line above the fields: it names each required field that's blank, website included. On Settings → Company after approval, the line reads "Still needed in Business info", or "Still needed" in Payroll and approvals. City, State, and ZIP appear in that list too. Picking an autocomplete suggestion fills them in; if you type the address by hand, complete all three before submitting setup for review.
Where do I set my production type?
That's on the Production & unions stage now, not Business info — see Union Setup. It's self-service (you pick Broadway, Off-Broadway, or Development), though it locks once Greenroom approves your company.
Next steps
Continue with Union Setup to select your production type and union, or Bank Setup to add your funding account.