How do I add/edit company details?

Click the cog icon labeled Settings on the left-hand navigation menu and select Company Details to add or edit company details, company point of contact and web and social accounts.  

  • Company Details: Ensure the information is accurate, including the legal name, DBA, EIN, address, phone number, email and fax number (if applicable). Make any edits and click save. 
  • Company Point of Contact:  You will be listed as the main contact. Check for accuracy and make any changes. You can also change the contact to another user.
  • Web & Social Accounts:  Link your website, Twitter, Instagram and Facebook to provide an easy navigation experience for your users.  Click save.