Configure your organization's information

Description

This guide explains how to personalize your organization’s visual identity in the system.

Steps to Configure Your Company Information

1. Access the Settings - Information Menu
   • Go to the "Settings" section in the main menu.
   • Select "Information".
2. Organization Information
   • Name: Enter your organization's name.
   • Industry (optional): Specify the industry your business operates in.
   • Number of Employees (optional): Indicate your organization's workforce size.
   • Time Zone: Select the time zone your business is located in.
   • Website: Enter your company's website.
3. Contact Information
   • Enter your address in the "Street Number" field and select one of the suggested options.
4. Primary Contact Details
   • Name: First and last name of the account owner.
   • Role: The person’s role within the organization.
   • Phone Number: Contact number of the responsible person.
   • Email: Email address of the responsible person.