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"How to" Change your company details in the Dashboard

Ensuring accuracy and precision in the information entered into the "Profile" section of your Dashboard is of utmost importance. These details are integral as they populate all company documents generated through your Dashboard. Therefore, maintaining correctness in this section is crucial for consistency across all official documentation.

To make these changes please follow the below instructions;

  1. Go to “Settings” in the side menu
  2. Select “Profile”

Once this screen is open, you will need to add the following details;

Address section

  • Full address - e.g 1 Example Street
  • State
  • City/Suburb
  • Postcode

Basic Information section - This information will have been set up at the time of launch. Please update if required.

Social Media section - Add your Social media links into this section to have your documents showing the details for all your social media platforms.

Once all details have been added select “Update”