Tenant Configuration Overview

Last reviewed: June 9, 2026

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Tenant Configuration controls the company identity, addresses, and logos used by PAX for the current tenant.

What this screen is for

Use Tenant Configuration when company-level information needs to be reviewed or updated. This includes the company name, main email, main phone, EIN, primary address, billing address, dashboard logo, and document logo.

Only admin and executive users see this setting in System Settings.

Screen path

Dashboard > System Settings > Company > Tenant Configuration

Key areas

Area What it contains Notes
Company fields Company Name, Main Email, Main Phone, EIN (Tax ID) Company Name is required when saving.
Primary Address Company name, attention, address lines, city, state, postal code, country, and phone Used as the main company address where PAX needs tenant address information.
Billing Address (for Invoices) Billing company name, attention, address lines, city, state, postal code, country, and phone Used where invoice billing address setup is needed.
Logo SVG SVG markup Displays on the dashboard.
Logo JPEG JPEG upload and preview Used for PDFs and documents. Must be JPEG and under 1 MB.

Main actions

  • Edit Configuration: Enables the fields for editing.
  • Save Configuration: Saves company fields, address data, billing address data, and any logo changes.
  • Cancel: Leaves edit mode and clears unsaved logo upload changes.

What happens behind the scenes

When saved, PAX validates that Company Name is present. It then updates tenant configuration and the linked address records inside one transaction.

If an address section includes Address Line 1, PAX updates the existing linked address or creates a new linked address. Phone values are normalized before they are stored.

The SVG logo is stored for dashboard display. The JPEG logo is converted from the uploaded image and stored for document/PDF generation.

FedEx label generation requires tenant company address setup. If the primary address is missing, FedEx shipment creation can fail with a company-address configuration message.

Troubleshooting

Save Configuration says Company name is required

Likely cause: Company Name is blank.

Safe fix: Enter the legal or operating company name and save again.

Contact support if: The field is populated but the message still appears.

The JPEG logo will not upload

Likely cause: The file is not a JPEG or is larger than 1 MB.

Safe fix: Export the logo as a .jpg or .jpeg file under 1 MB and upload it again.

Contact support if: A valid JPEG under 1 MB still fails.

FedEx shipment creation says company address is not configured

Likely cause: Tenant Configuration does not have a usable primary address.

Safe fix: Add a primary address with Address Line 1, city, state, postal code, country, and phone where available.

Contact support if: The primary address is complete but FedEx still cannot create labels.

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