How do I use the Company accordion?

You can edit organization information, addresses, and contacts under the Company accordion on the Account Settings page.

Navigate to Account Settings

Click Settings in the top menu bar.

Note: Only admin users can access the Account Settings page.

View Company Information

Click the Company accordion under Account Settings.

The accordion displays the following information about the company:

Organization
- Company Name
- Doing Business As (DBA) Name
- Federal ID
Addresses
- Registered office address
- Billing address
- Shipping address
Contacts
- Admin contact details
- Billing contact details

Edit Company Information

Accounts_Settings_Company_Accordion_Edit

Click the Edit button. A popup window will appear with three different sections, viz. Organization, Addresses, and Contacts. Organization is the default section.

Edit Organization information

Accounts_Settings_Company_Accordion_Organization

This section allows you to edit the following details:

Company Name
DBA Name
Federal ID

Edit Addresses

Accounts_Settings_Company_Accordion_Address

This section allows you to update all three types of address: Registered, Billing, and Shipping.

Under each address type, you can update the following details:

Address line 1
Address line 2
City
State
ZIP

Edit Contacts

Accounts_Settings_Company_Accordion_Contacts

This section allows you to update the details of account admin and billing contact.

Under both contact types, you can update the following details:

Name (First Name and Last Name)
Phone number
E-mail address

Complete all the fields with updated information and click Save in the bottom-right corner of the screen.

Accounts_Settings_Company_Accordion_Succ_Msg

Once the fields are updated successfully, a message box will appear to confirm.