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.