How to View and Edit Personal and Company Details

Introduction

The Profile module is a central hub for managing your user-specific information and settings. It provides tools to customize and maintain personal and company-related details, ensuring the experience with the software is tailored to your specific needs and preferences.

View and Edit Personal Details

Step 1: Click on the Profile icon.

Step 2: Select My Profile.

Step 4: On the My Profile page, you can view your Personal Details, User Role, First Name, Last Name, Email, and Contact Number.

Step 5: Click on any of the text fields to change the details.

Step 6: After making the desired changes, click Save. 

Note: Email ID cannot be updated or changed.

View Company Details

Step 1: Click on the Company Details tab.

Step 2: Details like Company Name, Business Type, Industry Description, ABN, Address, Country, State/Territory, City, and Postcode will be displayed.

Step 3: You can change any of the available details by clicking on the text box. 

Step 4: Click on the Change icon to change or add a company profile picture.

Step 5: Click on Delete to remove the existing company profile picture.

Note: Company Name, Industry Description, and ABN cannot be changed.

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