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Organization Profile

Organization Profile allows you to update details related to your organization. This page lets you to manage organization details and address. This page allows you to update the following details related to your organization:
  • Update the company ribbon or banner which provides the organization description
  • Address Management
Only the Company Administrator will have access to update the organization details under Organization Profile.

Accessing Organization Profile

To access the organization profile, perform the following steps:
2.On the vertical sidebar navigation menu, click the Organization Profile.
Organization Profile

Updating the Organization Details

Organization Profile page allows you to update the organization details. You can update the following organization details:
  • Update the company ribbon or banner which provides the organization description
    • Update the logo
    • Update the organization name
    • Update website address
    • Update number of employees
    • Update crunchbase url
    • Update the organization description
To update the organization details, perform the following steps:
1.Click Organization Profile menu from the vertical sidebar menu.
2.The Organization Profile page appears. Click the edit
icon available in the organization banner or ribbon.
Organization Banner
3.The Edit Organization Information pop box appears. Update the following details and click Save.
Field
Action
Organization Logo
Click Upload Logo and upload the required logo for your organization
Organization Name
Enter the organization name
Website
Enter the website url
Number of Employees
Enter the number of employees in your organization
Crunchbase Url
Enter the crunchbase url
Organization Description
Enter the short description about your organization
Organization Details

Add and Update Address

The Address Management tab allows you to add and update the address for your organization. The Address Management tab allows you to update:
  • Update primary address
  • Add billing address

Update the Primary Address

You can only update the primary address. You cannot add a new primary address from Organization Profile.
To update the primary address, perform the following:
1.Click the edit
icon on the primary address.
Primary Address
2.The Edit Address dialog box appears. Update the following details and click Save.
Field
Action
Address Label
This is ready only field. You cannot update this
Street
Enter the street details of your organization
City
Enter the city of your organization
State/Province
Enter the state/province of your organization
Zip/Postal Code
Enter the zip/postal code of your organization
Country
Enter the country of your organization
Primary Address

Adding Billing Address

To update the billing address, perform the following:
1.Click Add Address.
Add Address
2.The Add Address dialog box appears. Update the following details and click Save.
Field
Action
Street
Enter the street details of your organization
City
Enter the city of your organization
State/Province
Enter the state/province of your organization
Zip/Postal Code
Enter the zip/postal code of your organization
Country
Enter the country of your organization
To update the existing billing address, click the edit
icon.
Billing Address
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Last modified 9mo ago