Update Company Information

Created by Victoria Crosby, Modified on Fri, 28 Apr, 2023 at 2:41 PM by Victoria Crosby

Users with the Administrator role have the ability to update the information for their company account. You can learn more about user roles here.

Start by clicking your initials or image on the bottom left corner to trigger the popup window. From there, click on 'Company Settings' then 'Account'.

The 'Company Account Settings' page will appear and you can edit the following company information:

Company Image
Company Name
Primary Account Contact
Two-factor Authentication Requirements
Contract Number Sequencing
Approval for Incoming Contract Requests
Default Comment Visibility
Sales Reporting Requirements and Template
Manufacturer Cross-Usage Ability

Update Company Security

Turn on or off two-factor authentication for all company users. Two-factor authentication makes a user enter their cell phone number before logging in and they will receive a one-time code to have access to their account.

This security feature can be turned off for the company and individual users will be able to add this within their own profile settings.

Sales Reporting

You'll also be able to upload a custom sales report template for your licensees to use on this page by clicking the blue 'Upload File' button.

Once all fields have been updated as needed, make sure to click on 'Update Settings' to save your work.