You can update your company information within the Portal. You can update your contact details, address, and authorized contacts. Configuring your account accurately allows our team to support your business when calling in.
Must know:
- You will need to be an administrator of your account to make these changes or have Full Access to company info within the User Manager.
- Keeping the ‘Primary Contact’ information up-to-date is important. We verify these details to support your business when you call Customer Care. We also send you important updates and monthly invoices (depending on account type) to the Primary Contact email address listed.
How do I update my company information?
- Within the Portal go to Administration > Company Info.
- Change any desired information.
- Click 'Update' to save these changes.
Good to know:
- If your company name or bank account information has changed, please contact us. The company name and banking information are not something that you can edit.