How to Access Organization Info?

Created by Jared Developer, Modified on Sun, 10 Sep, 2023 at 11:34 AM by Jared Developer

1. Upon successful login, expand the Organization Settings category.


2. From the options revealed, click Organization Info. Doing so takes you to the Organization Settings screen.



3. Here, various components of the organization info are displayed. You can edit the logo, name, phone, and email of the organization from the Update Organization section.



4. Similarly, you can add or remove the documents associated to the organization from the Organization Documents section.



5. Enter the average working hours for the organization using the Average Working Hours field.



6. If you want to use the recurrent contact for new proposals, mark the Use Recurrent Contact for new Proposals.



7. Next up is the Organization Address section. Here, all the organization addresses are tabulated via various columns that include Address Line 1, ZIP, Primary, and Actions.



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