I AM THE MAIN COMPANY CONTACT. WHAT AREAS SHOULD I CHECK TO MAKE SURE THE ACCOUNT REFLECTS AND IS UPDATED WITH MY INFORMATION?
Company Contact Information
If you are the main point of contact for the system and you need to add, change, or verify your information, follow these steps:
Step 1: Access the Administrator Dashboard
Begin by accessing the Administrator dashboard, which serves as the central control panel for managing various aspects of the system.
Step 2: Navigate to Company Settings
From your Administrator dashboard, locate the Settings menu at the top of the page and click on it. In the dropdown list, select Company Settings.
Step 3: Update Contact Information
On the Contact Information panel, you will find fields for your name, email, phone number, and fax. Make the necessary updates to reflect your accurate information.
Step 4: Save Changes
Once you have made the required updates, click the “Save Contact Information” button at the bottom of the panel.