# View and edit company configuration

The **Company configuration** screen in the Admin Portal shows your company's configuration settings, including support contacts, open hours, collections automation, and borrower portal visibility. Anyone with access can view these settings, but only Peach staff can save changes.

## Availability

- **Portal:** Admin Portal.
- **Role:** The admin role or the peach-support role decides only whether the **Admin** section of the sidebar, which holds the **Company configuration** link, appears. Reaching the screen requires no role, only `admin.portal:read`.
- **Permissions:** Requires `admin.portal:read` to reach the Admin Portal at all, plus `company:read` to load the configuration. Saving also requires `company:update`, but that permission alone isn't enough (see **Who can save**). Without `admin.portal:read`, the Admin Portal shows only a no-access message.
- **Who can save:** Peach staff only. The **Edit** and **Save** buttons are active for everyone who can open the screen, but if you aren't a Peach employee, Peach rejects the save with an error, even if you hold `company:update`. Lender users can make edits on screen but can't save them.
- **Admin Portal layout:** This screen exists only in the new Admin Portal layout. To turn the new layout on, select **Try it now** at the bottom left of the sidebar. Your choice is saved in your current browser only, so you'll need to turn it on again on another machine or browser. With the new layout off, the **Company configuration** link doesn't appear, and a bookmarked `/company-config` link opens the Teams screen.
- **Feature flags:** None. Peach doesn't need to turn anything on for your company; the only requirement is the new Admin Portal layout above.
- **Status:** Available in the new Admin Portal layout.


## Before you start

- **Your screen may not match this page exactly.** Some sections appear only for companies that have those settings, and your company may have extra sections not described here.
- **Saving can overwrite someone else's recent change.** The screen sends back the whole configuration, not just your edits. If another user saved a change after the screen last loaded, your save puts back the older value. See the warning under **Select Save**.
- **Leaving edit mode discards unsaved changes without asking.** There is no confirmation prompt and no unsaved-changes warning on **Cancel**.
- **Only Peach staff can save.** If you are a lender user, treat this screen as read-only and ask Peach for the change you need.


## View your company configuration

### 1. Navigate to Company configuration

From the Admin Portal sidebar, under **Admin**, select **Company configuration**.

The screen opens read-only. The heading carries your company's legal name, and the action bar above the configuration holds a list icon (field view), a `{ }` icon (JSON view), and an **Edit** button.

### 2. Read a section

Settings are grouped into titled sections, listed alphabetically. In read-only mode, a text setting with no value shows a dash. A switch with no stored value shows Off, except the visibility switches in the **Ui** section, which show On.

Three sections appear only if your company has those settings: **Compliance**, **Payment**, and **Payment types**. Every save writes **Compliance** and **Payment** settings, so after any save those two sections always appear.

The screen also shows a read-only section for each other group of settings your company has. The section is titled after that group's name in the configuration. Because every company's configuration differs, two companies can see different section lists.

The **Support** section holds the support contact details, grouped as the phone, email and department name followed by a **Mailing address** sub-group.

## View the configuration as JSON

### 1. Select the JSON icon

Use the JSON view to see every setting in one place, including ones that have no editable field. In the action bar, select the `{ }` icon. The field view is replaced by the full configuration in JSON, a structured text format. The JSON view is read-only. Both view icons disappear in edit mode, so the JSON view is reachable only while the screen is read-only.

### 2. Return to field view

Select the list icon to go back.

## Edit your company configuration

### 1. Select Edit

The action bar replaces the icon toggles and **Edit** with **Cancel** and **Save**, and the settings in the **Field reference** become inputs. Everything else on the screen stays read-only in edit mode.

### 2. Change the fields you need

Enter or select values as described in the **Field reference**. Validation runs as you type, and a field that fails it shows its message immediately. No field is required. You can leave any field blank.

Select **Cancel** to abandon the changes and return to read-only.

### 3. Select Save

**Save** stays disabled until the form is valid and at least one field has changed. On success the screen returns to read-only. If the save fails, an error message appears and you stay in edit mode with your changes intact. If you're a lender user, you'll always see this error, because only Peach staff can save.

Saving rewrites the whole configuration
If someone else saves a change while you have this screen open, your save undoes it. The screen sends back the whole configuration as it was last loaded, with your edits applied, not just the fields you changed. The screen reloads the configuration after each save.

## Field reference

### Editable fields

Fifty-six settings can be changed on this screen, listed below under the section each appears in. Everything not listed here is read-only, whichever mode the screen is in.

**Compliance**

These two switches control whether Peach raises a review task for an agent when a case or supercase is created or updated automatically.

| Field | Description | Type / Values | Default |
|  --- | --- | --- | --- |
| **No review task for auto-created cases** | Stops Peach raising a review task when a case or supercase is created automatically. | Switch | Off |
| **No review task for auto-updated cases** | Stops Peach raising a review task when a case or supercase is updated automatically. | Switch | Off |


**Communication**

| Field | Description | Type / Values | Default |
|  --- | --- | --- | --- |
| **Enable inbound voice call** | Accepts inbound calls to your support line. When off, callers hear the phone support disabled message. | Switch | Off |
| **Enable inbound web chat** | Shows a link on the borrower **Contact Us** page for signed-in borrowers to start a webchat. Open hours must also be configured. | Switch | Off |
| **Enable two-way texting** | Accepts inbound texts and agent replies. When off, texters receive the text support disabled message. | Switch | Off |


**Support**

| Field | Description | Type / Values | Default |
|  --- | --- | --- | --- |
| **Phone** | Sets the support phone number. | Text, valid US phone number, at least 10 digits | — |
| **Email** | Sets the support email address. | Text, valid email address | — |
| **Department name** | Sets the support department name. | Text | — |
| **Address line 1** | Sets the first line of the support mailing address. | Text, up to 100 characters | — |
| **Address line 2** | Sets the second line of the support mailing address. | Text, up to 100 characters | — |
| **City** | Sets the city of the support mailing address. | Text | — |
| **County or region** | Sets the county or region of the support mailing address. | Text | — |
| **State** | Sets the state of the support mailing address. | Select, US state codes | — |
| **Postal code** | Sets the postal code of the support mailing address. | Text | — |
| **Country** | Sets the country of the support mailing address. | Text | — |
| **PO Box** | Sets the PO box of the support mailing address. | Text | — |
| **Enable voicemail when closed** | Lets callers leave a voicemail while phone support is closed. | Switch | Off |
| **Enable voicemail when no agents** | Lets callers leave a voicemail when no agent is available. When off, callers stay on hold until an agent frees up. | Switch | Off |
| **Phone support please hold message** | Sets the message read to callers placed on hold, right after a fixed call-recording notice that Peach reads first. | Text | Built-in Peach message |
| **Phone support closed message** | Sets the message read when phone support is closed and voicemail is not enabled. | Text | Built-in Peach message |
| **Phone support disabled message** | Sets the message read to inbound callers when **Enable inbound voice call** is off. | Text | Built-in Peach message |
| **Phone support closed leave voicemail message** | Sets the message read when phone support is closed and the caller may leave a voicemail. | Text | Built-in Peach message |
| **Phone support no agents leave voicemail message** | Sets the message read when no agent is available and the caller may leave a voicemail. | Text | Built-in Peach message |
| **Record all inbound voice calls** | Records every inbound call. When off, agents choose whether to record each call. | Switch | Off |
| **Record all outbound voice calls** | Records every outbound call. When off, agents choose whether to record each call. | Switch | Off |
| **Text support reject unknown number message** | Sets the reply sent when a text arrives from an unknown number and is rejected. | Text | Built-in Peach message |
| **Text support please wait message** | Sets the reply sent to the first text that opens a conversation. | Text | Built-in Peach message |
| **Text support closed please wait message** | Sets the reply sent to the first text that opens a conversation while phone support is closed. | Text | Built-in Peach message |
| **Text support find new agent please wait message** | Sets the reply sent to a text in an active conversation that has no agent assigned. | Text | Built-in Peach message |
| **Text support disabled message** | Sets the reply sent to inbound texts when **Enable two-way texting** is off. | Text | Built-in Peach message |


Each of the ten message fields uses a built-in Peach message when it has no stored value. With no stored **Text support disabled message**, the built-in reply adds the support email and phone number when they are set.

**Open hours**

| Field | Description | Type / Values | Default |
|  --- | --- | --- | --- |
| **Business hours** | Sets the weekly hours your company is open. Enter each day or range of days with its hours, separated by `;`. Hours are a 24-hour range, `24hrs`, or `Closed`. For example: `Mon 24hrs; Tue-Fri 9:00-18:00; Sat-Sun Closed`. With no value, the company is closed every day except dates given open hours in **Holiday hours**. | Text | — |
| **Holiday hours** | Sets dates whose hours override the weekly hours. Enter a JSON list with one entry per holiday or country. Each entry has either `name` (the name of a single holiday you define) or `matchCountry` (a two- or three-letter ISO 3166 country code, which adds that country's standard holidays), not both. A `name` entry can include `date` (an ISO 8601 date such as `2024-04-01`) and `hours`; a `matchCountry` entry can include `hours`. Repeating dates aren't supported; add each year separately. Example: `[{"name": "April Fools Day", "date": "2024-04-01", "hours": "09:00-15:00"}, {"matchCountry": "GB", "hours": "Closed"}]`. | JSON array | `[]` |


**Collections**

| Field | Description | Type / Values | Default |
|  --- | --- | --- | --- |
| **Auto-initiate enabled** | Creates collection cases automatically once the configured thresholds are met. The thresholds themselves are not editable here. | Switch | Off |
| **Auto-initiate enable review task** | Raises a review task when Peach creates a collection case automatically, unless **No review task for auto-created cases** is on. A loan type's own override of this setting takes precedence over the company value. If neither is set, Peach treats it as On, even though the screen shows it as Off. | Switch | On |
| **Auto-close enabled** | Closes collection cases automatically. | Switch | Off |
| **Auto-close only when paid off** | Keeps a collection case open when its overdue loan is charged off or frozen. With this on, a loan that is no longer overdue is removed from the case only while another loan on the case is still overdue or accelerated. Once no loan on the case is overdue or accelerated, the case is not closed automatically. | Switch | Off |


Saving can turn off collections review tasks
Every save writes the current position of the **Auto-initiate enable review task** switch, even if you didn't change it. If your company has never set this setting, the switch shows Off, so the first save of any field on this screen stores Off. Peach then stops raising a review task when it creates a collection case automatically, unless a loan type on that case has its own **Auto-initiate enable review task** override set to On. A loan type's override takes precedence over the company setting. If any loan on the case belongs to a loan type that resolves to On, Peach still raises the review task.

**Links**

| Field | Description | Type / Values | Default |
|  --- | --- | --- | --- |
| **Help URL** | Sets the address of your help page. | Text, URL | — |
| **Terms of Use URL** | Sets the address of your Terms of Use page. | Text, URL | — |
| **Privacy Policy URL** | Sets the address of your Privacy Policy page. | Text, URL | — |
| **eSign Disclosure URL** | Sets the address of your eSign Disclosure page. | Text, URL | — |


**Statements**

| Field | Description | Type / Values | Default |
|  --- | --- | --- | --- |
| **Mail statement allowed** | Lets borrowers choose mail as their statement delivery method. | Switch | Off |


**Tasks**

Peach creates tasks for agents to work, and the task router routes each task to an agent who is available to take it. See [Work the task queue](/servicing-operations/agent-portal-crm/crm-tasks).

| Field | Description | Type / Values | Default |
|  --- | --- | --- | --- |
| **Disable task types** | Lists the task types Peach should stop creating. The rest of the system behaves normally; only the task is skipped. | JSON array of strings | `[]` |
| **Disable task router** | Turns off task routing entirely. No tasks are created, and agents don't sign in to receive tasks. | Switch | Off |
| **Enable case ownership** | Allows an owner to be assigned to a case, and prefers that owner when routing the case's tasks. | Switch | Off |


**Ui**

Every switch in this section controls whether an element appears in the borrower portal. Turning a switch off saves the element as hidden. Turning it on clears the stored value, and an element with no stored value is shown.

| Field | Description | Type / Values | Default |
|  --- | --- | --- | --- |
| **Help visibility** | Shows the help entry point in the borrower portal. | Switch, shown or hidden | Shown |
| **Contact Us visibility** | Shows the **Contact Us** entry point in the borrower portal. | Switch, shown or hidden | Shown |
| **Website title** | Sets the borrower portal's website title. | Text | — |
| **Manage Autopay - Minimum payment due** | Shows the minimum payment due option on the borrower's **Manage Autopay** page. | Switch, shown or hidden | Shown |
| **Manage Autopay - Statement balance** | Shows the statement balance option on the borrower's **Manage Autopay** page. | Switch, shown or hidden | Shown |
| **Make Payment - Remaining balance** | Shows the remaining balance option on the borrower's **Make Payment** page. | Switch, shown or hidden | Shown |
| **Payment Methods - Check (borrower)** | Shows check as a payment method on the borrower's payment methods page. | Switch, shown or hidden | Shown |
| **Payment Methods - Delete button (borrower)** | Shows the delete control on the borrower's payment methods page. | Switch, shown or hidden | Shown |
| **Loan Options - Manage payment methods** | Shows **Manage payment methods** in the borrower's loan options. | Switch, shown or hidden | Shown |
| **Loan Options - Make payment** | Shows **Make payment** in the borrower's loan options. | Switch, shown or hidden | Shown |


**Payment**

| Field | Description | Type / Values | Default |
|  --- | --- | --- | --- |
| **Max new payment methods in 30 days** | Blocks a borrower from adding another payment method once they've added this many in the past 30 days. Doesn't apply to external payment methods, which Peach doesn't verify and uses only to record transactions, or to a payment method added with the force option, which requires the `payment.instrument:force` permission. With no value set, Peach applies 5, although the read-only screen shows a dash. | Number, whole, zero or greater | `5` |


### Read-only fields

These are displayed but cannot be changed from this screen, in either mode.

| Field | Description |
|  --- | --- |
| **Payment types** | Every entry in your company's payment types configuration, whether or not that type is allowed, in alphabetical order. Each payment type shows as a switch you can't change. ACH verification and balance check show as titled sub-groups of such switches. The whole section is display-only. |
| Other **Compliance** settings | Any compliance key beyond the two review-task switches, including the Reassigned Numbers Database company ID. |
| Other **Payment** settings | Any payment key beyond **Max new payment methods in 30 days**. |
| Other sections | One section per top-level configuration key the screen does not otherwise render — for example document signing, borrower verification, timezone, brand assets, authentication, webhooks and data export. Titles come from the key name. |


## Result

When a save succeeds, your changes are stored and the screen returns to read-only. No confirmation message appears; the return to read-only is your only signal. When a save fails, nothing is stored, an error message appears, and you stay in edit mode with your changes still on screen.

## Related pages

- [Admin Portal overview](/servicing-operations/admin-portal/admin-portal-overview) — Find the rest of the Admin Portal screens and how the new layout works.
- [White Labeling Tutorial](/loan-lifecycle/white-labeling) — Override parts of the company configuration for an individual loan type.
- [Manage communication templates](/servicing-operations/admin-portal/admin-portal-templates) — Edit the borrower-facing messages, which can pull in the support contact details set on this screen.