How do I edit my organisation details?

Click the arrow against My Organisation and select Organisation Details:


Click the field you would like to edit. This makes the field editable.

Make the required change within the field/s and click Save.

The types of organisation fields that can be managed & viewed are:

  • Physical & Mailing Address
  • Contact Details
  • Organisation Type & Status
  • Business, Incorporation & Tax Identification Numbers
  • Timezone
  • Customer Plan (View Only)

NOTE: Any field marked with a red asterisk is mandatory.