How do I edit my company profile?

Editing your company profile in our member portal is a straightforward process. Follow these steps to update your information and manage your visibility within the community.

Step-by-Step Guide to Edit Your Company Profile

1. Log In: Start by logging into your member portal.
2. Navigate to Account Settings:
   • Click on ‘Account’ from the main dashboard.
   • Select ‘Profile’ from the top menu.
3. Access Company Profile:
   • Click on ‘Company’ from the tab list located just below the ‘Profile’ option.
4. Edit Your Profile:
   • You can make your company profile as detailed as you like. This is your opportunity to share information about your business with the community.
   • Adjust privacy settings to control visibility. You can choose to display your profile to the community or keep it private.
5. Save Changes:
   • Be sure to click on the checkmark to save your updates. Once clicked, your profile will be updated immediately.

Important Notes

• Changing Your Company Name: Be aware that changing your company name will affect how your name appears on invoices, credits, receipts, etc.
  • If you need to change your company name, please consider the implications on your billing documents and historical records.
  • Verification: After changing your company name, navigate to ‘Billing’ from the navigation menu, then ‘Payment Details’ from the top menu. Under ‘Business Name’, you can update your address and other important information that appears on your documents.

Need Assistance?

If you encounter any issues or have questions about changing your company profile or name:

• Submit a Support Ticket: For immediate assistance, submit a support ticket through the portal.
• Speak with Your Community Team: Your Community Team is available to help with any queries or concerns you may have about your profile or account settings.

By keeping your company profile up-to-date, you ensure that your business information is accurately represented in our community. This helps in networking and accessing member benefits effectively.