CORE CONCEPTS
Company Profile
Viewing Company Profile
To view your company’s profile, follow these steps:
1. Click on the Profile Icon located in the top navigation bar of the screen.
2. From the dropdown main menu, select “Company Account”
3. You will be redirected to the Company Profile Page, where your company’s details are organized into three structured sections:
A. Key Contact Information
This section displays the main contact person associated with your company:
Primary Contact (Required):
- First name
- Last name
- Phone Number
- Alternate Email
- Additional Information.
Secondary Contact (Optional):
- First name
- Last name
- Phone Number
- Alternate Email
- Additional Information.
B. Company Information
This section includes essential administrative and billing details about your company:
- Company name
- Company email
- Company Phone Number
- Billing Address
- Fiscal Registration/ VAT Number
- Payment Term (e.g. Monthly/ Yearly)
- Currency
Bank Details:
- Bank name
- Account number
- SWIFT/ BIC Code
- IBAN
Optional information:
- Billing Contact
- Alternate Bank
- Additional Information.
C. Legal Agreements
In this section, users can view the status of legal document acceptances:
- Acceptance of GDPR
- Acceptance of Privacy Policy
- Acceptance of Terms of Service.
Editing Company Profile
To update your company’s profile information:
1. Navigate to the Company Profile View Page by clicking the Profile Icon in the top navigation bar and selecting “Company Account” from the main menu.
2. On the Company Profile Page, click the “Edit Profile” button located at the top or side of the page.
This will open the Company Profile Edit Form, where all fields are grouped into structured sections.
A. Key Contact Information
Update the main contact person associated with your company:
Primary Contact (Required):
- First name
- Last name
- Phone Number
- Alternate Email
- Additional Information.
Secondary Contact (Optional):
- First name
- Last name
- Phone Number
- Alternate Email
- Additional Information.
B. Company Information
Edit core company and billing details:
- Company name
- Company email
- Company Phone Number
- Billing Address
- Fiscal Registration/ VAT Number
- Payment Term (e.g. Monthly/ Yearly)
- Currency
Bank Details:
- Bank name
- Account number
- SWIFT/ BIC Code
- IBAN
Optional information:
- Billing Contact
- Alternate Bank
- Additional Information.
C. Legal Agreements
Review and update your agreement statuses:
- Acceptance of GDPR
- Acceptance of Privacy Policy
- Acceptance of Terms of Service.
3. At the top of the edit form, you will find two action buttons:
- Save – Click to confirm and apply your changes.
- Cancel – Click to discard any modifications and return to the view mode without saving.
