Skip to content

Latest commit

 

History

History
107 lines (70 loc) · 6.1 KB

organization-profile.md

File metadata and controls

107 lines (70 loc) · 6.1 KB

Organization Profile

Organization Profile allows you to update details related to your organization. This page lets you to manage organization details and address. This page allows you to update the following details related to your organization:

  • Update the company ribbon or banner which provides the organization description
  • Address Management

{% hint style="info" %} Only the Company Administrator will have access to update the organization details under Organization Profile. {% endhint %}

Accessing Organization Profile

To access the organization profile, perform the following steps:

1.Login into Organization Dashboard.

2.On the vertical sidebar navigation menu, click the Organization Profile.

Organization Profile

Updating the Organization Details

Organization Profile page allows you to update the organization details. You can update the following organization details:

  • Update the company ribbon or banner which provides the organization description
    • Update the logo
    • Update the organization name
    • Update website address
    • Update number of employees
    • Update crunchbase url
    • Update the organization description

To update the organization details, perform the following steps:

1.Click Organization Profile menu from the vertical sidebar menu.

2.The Organization Profile page appears. Click the edit icon available in the organization banner or ribbon.

Organization Banner

3.The Edit Organization Information pop box appears. Update the following details and click Save.

**Field ** Action
Organization Logo Click **Upload Logo **and upload the required logo for your organization
Organization Name Enter the organization name
Website Enter the website url
Number of Employees Enter the number of employees in your organization
Crunchbase Url Enter the crunchbase url
Organization Description Enter the short description about your organization

Organization Details

Add and Update Address

The Address Management tab allows you to add and update the address for your organization. The Address Management tab allows you to update:

  • Update primary address
  • Add billing address

Update the Primary Address

You can only update the primary address. You cannot add a new primary address from Organization Profile.

To update the primary address, perform the following:

1.Click the edit icon on the primary address.

Primary Address

2.The Edit Address dialog box appears. Update the following details and click Save.

Field Action
Address Label This is ready only field. You cannot update this
Street Enter the street details of your organization
**City ** Enter the city of your organization
State/Province Enter the state/province of your organization
Zip/Postal Code Enter the zip/postal code of your organization
Country Enter the country of your organization

Primary Address

Adding Billing Address

To update the billing address, perform the following:

1.Click Add Address.

Add Address

2.The Add Address dialog box appears. Update the following details and click Save.

Field Action
Street Enter the street details of your organization
**City ** Enter the city of your organization
State/Province Enter the state/province of your organization
Zip/Postal Code Enter the zip/postal code of your organization
Country Enter the country of your organization

{% hint style="info" %} To update the existing billing address, click the edit icon. {% endhint %}

Billing Address