Company profile
Set company information, billing details, logo, and workflow preferences.
Outcome
You open Profile and know which tabs cover information, billing, logo, and preferences.
Who it's for
Company admin
Prerequisites
- Access to Company ? Profile
Steps
- Open Company ? Profile (or Information).
- Check company name, address, and registration details.
- Fill billing details where finance needs them.
- Upload a logo and set preferences that steer the workflow.
Go deeper
Need every click path and screenshot? Open the matching Help Center guide, or get in touch.
Visuals
Related feature
Open feature pageSee how this works on your chain?
The demo opens in a new tab: a fictional agency, no account needed.