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Set up Business Profile

  1. To access your Business profile, select the person icon in the upper-right hand corner of the screen shown in the images below. We are ‘Anthony’ in this instance.

Business Profile

  1. Select the Business profile option.


Having selected the Business profile option, note that the ‘Overview’ tab is selected by default.

The Overview tab displays basic public information about your business, such as your business name, contact details, address and your business logo. There is also an ‘About us’ section for you to describe your businesses expertise and major areas of operation.

Business Profile

To edit this information, follow these steps.

  1. Select the ‘Edit business profile’ button located in the right sidebar of the screen. Note only users with Owner/Principal or Administrator business access will see this button. A list of users able to edit the business profile are also listed in the right sidebar.

Business Profile

  1. In this menu you can update your business details. Note that any section with an asterisk (*) are required. Once you have updated your details, select the ‘Save’ button to save any changes made.