This section will assist you in completing your Business Profile. Your Business Profile holds the core details about your company & is used across the platform to keep your information consistent and accurate.

Frequently Asked Questions #

What is the Business Profile? #

The Business Profile is where you store and manage your company’s core details, such as business name, contact information, and address. These details are referenced throughout the platform.

Why should I complete my Business Profile? #

Completing your Business Profile ensures your information appears consistently across the system, which improves communications, billing, and how your business is represented to your contacts.

Where do I find my Business Profile settings? #

Your Business Profile settings are located within the Business Profile section of your account settings, where you can review and update each field.

Can I update my Business Profile later? #

Yes. You can return to your Business Profile at any time to edit or add information as your business details change.

Who can edit the Business Profile? #

Users with the appropriate permissions can edit the Business Profile. If you are unable to make changes, check your role and permission settings or contact an administrator.

Will changes to my Business Profile affect existing records? #

Updates to your Business Profile apply going forward and keep your platform-wide information current. Existing records retain the details that were in place when they were created unless otherwise updated.