Company Settings
Updating your company's name, address, banking display info, check numbering, and payroll approval policy — plus your funding timeline and production-fee tier
Go to Settings → Company to update your company's identity, address, banking display information, check numbering, and payroll approval policy — and to see your current funding timeline and production-fee tier. This tab is sometimes still called "General" in older materials, but there's no tab named that in the product today — the current Settings tabs are Me, Company, Chart of accounts, QuickBooks, Team, and Activity, plus a Pricing tab visible only to Greenroom staff (it's a read-only statement of what your production is charged, not a control, so it isn't shown in a company manager's own Settings). If you're looking for a "General" tab, click Company instead.
Anyone on your company's Team can open and edit Settings — see Team for who that is.
This page covers ongoing edits after your company is already up and running. The one-time, reviewed setup wizard new companies complete before Greenroom approves them to run payroll is a separate flow — see Company Setup.
Payroll funding timeline
At the top of the Company tab, a read-only card reports the processing timeline your payroll provider (Check) currently has this company on — for example, "Payroll funding: 3-day processing." This isn't a setting you choose; it's Check's own risk-based policy, surfaced back to you. New companies start on 3-day processing and complete roughly ten successfully funded payrolls before faster options unlock — bank statements or history you provide don't bypass that for a new company. If Check lists you as eligible for a faster timeline than the one currently active, the card says so, but every payroll still runs on the active timeline shown at the top until Check itself switches you over.
Company & show
| Field | Description |
|---|---|
| Company name | Required. Appears on reports, exports, and payee onboarding. |
| Show name | Optional (e.g., "The Lantern Room"). Shown alongside the company name wherever both are displayed. |
| FEIN | Your federal Employer Identification Number. Type digits only — Greenroom formats it to XX-XXXXXXX as you type. |
| Address | Start typing and choose from the autocomplete suggestions; City, State, and ZIP fill in automatically from your selection. You can still edit City, State, and ZIP by hand afterward. |
There is no Entity Type, LLC Tax Classification, Phone Number, or Production Start/End Date field on this page — if older documentation or training materials mention those, they no longer match the product.
Banking & checks
| Field | Description |
|---|---|
| Bank name | Display only. |
| Bank account (last 4) | Display only — shown on payment summaries. |
| Pay frequency | Weekly, Biweekly, Semimonthly, or Monthly. |
| Check start number | The number physical checks start counting up from. |
Banking fields here are display only
Bank name and account-last-4 on this page are for reference and reporting — editing them here does not move, redirect, or reconnect anyone's actual payment. Real bank connection and disbursement run through Greenroom's payroll-processing partner once it's connected. A payee's own bank details (for their direct deposit) live on that payee's record, not here — see Payment Details.
Pay frequency here is also informational, not a production schedule control: it tells Greenroom's payroll-processing partner your enrollment cadence. Greenroom itself always processes payroll weekly, regardless of what's selected here.
Company & show and Banking & checks share one save bar at the bottom of the page. Edit any field on either card and a Save / Cancel bar appears; Save applies every changed field across both cards at once, and Cancel reverts everything back to what was last saved.
Production type
Below the banking card, Production type sets which of Greenroom's three fee tiers your production falls under — Broadway, Off-Broadway, or Development — each with a ? tooltip explaining the boundary (a Broadway house's 41 theatres and roughly 500+ seats, and so on) rather than a price, since you're stating a fact about your show, not shopping. This drives your platform-fee rate baseline and which union agreements apply — see Platform Fees & Billing for what each tier actually costs.
Picking a card saves immediately; there's no separate Save step. You're free to change your mind while your company is still being set up. Once Greenroom has approved your company and it's live, changing tiers would re-price an active account, so at that point the picker locks for a company manager — contact Greenroom to change it after launch.
Payroll approvals
A separate card, Payroll approvals, controls dual approval — an internal control requiring a second person to sign off on a payroll run before it can be submitted:
- On (the default): every payroll run needs approval from two different people on your team — and neither of them can be whoever prepared the run — before it can be submitted. Editing a run after it's been approved resets its approvals, so a late change means collecting sign-off again.
- Off: a single person can prepare and submit a run alone. Turn this off for a one-person production where a second approver isn't realistic.
Unlike the fields above, this is a toggle switch, not a form field — flipping it takes effect immediately (you'll see a confirmation toast), with no separate Save step.
When Greenroom staff look at your details
Your FEIN and bank details are masked from Greenroom staff in their own admin console. There is one deliberate exception: staff can switch into your company's view, where those fields are shown unmasked so they can help you with them.
That exposure is traded for accountability rather than left unrecorded. Every time it happens, a row lands in your Activity tab:
| What you'll see | When |
|---|---|
| Sensitive company details viewed by Greenroom | Staff opened a screen or document showing your FEIN or bank details |
| Sensitive company details changed by Greenroom | Staff saved a change to one of those fields, naming which |
It's your feed, not an internal one — you can see it without asking. And it fails closed: if Greenroom can't write the record, the details aren't shown at all.
The same recording covers the printed funding document and the printed union remittance, which carry your FEIN unmasked on purpose — the bank and the union both require it there, so masking would produce a broken document rather than a safer one.
Next Steps
See Team to add or manage who has access to your company, Payroll, Chart of Accounts & QuickBooks Settings for GL coding and where the rest of payroll-related configuration lives, or Company Setup for the one-time onboarding wizard.