Fill in the Company Profile section

Note: All the details filled here are going to apply to the organization headquarter.

To fill in the Company Profile, follow these simple steps:

1. Navigate to Settings ⚙
2. Make sure you are in the Company Structure → Company Profile section.
3. Here you will find two main tabs: Company Details and Info Hub.
• Fill in the General Information Section at the top of the page and the Company Details and Info Hub parts accordingly.

General Information

1. Click the Edit ✎ button to open a sidebar window
2. Upload company logo
3. Legal Name: Enter your company's official legal name
4. Company ID (UID): Input your company's Unique Identification Number
5. Number of Employees: Select the company's employee count range
6. Industry: Choose the primary industry your company operates in
7. Description: Briefly outline your company's mission, values, and core activities. Use HTML formatting to make the text more visually appealing and easier to read
8. Click the Save button once finished

1. Company Details Tab

• Contact Details
• Address
• Social Accounts
• System Settings 

Contact Details

1. Click the Edit ✎ button
2. Add your organization's website
3. Specify phone number and extension (if needed)
4. Do not forget to add the email address registered for the organization
5. Once done, click Save

Address

1. Click the Edit ✎ button
2. Select the Country and State
3. Specify the Zip code, City, and Street if needed
4. Once done, simply click the Save button

Social Account

1. As previously, click the Edit ✎ button
2. Enter your organization's Facebook, LinkedIn, Instagram, Telegram, and YouTube URLs if needed
3. Click Save when done

System Settings

1. And again, click the Edit ✎ button
2. Choose the Default Country
3. Select Country, Currency, Date format, Default language, Week start, and, finally, Default Time Zone
4. Click Save once done

In the Info Hub, you’ll find the Documents and Links tabs. Use these sections to upload files and add useful links. All items you add will automatically appear in the Info Hub on your homepage for quick access.

Congratulations! You have completed your very first step on setting-up your organization account. Click here to learn how to add branch offices.