How to Create/Edit Organization Profile?

Created by techpride15 Lakshmi, Modified on Fri, 9 Jun, 2023 at 1:34 AM by techpride15 Lakshmi

After adding your profile, you must create your organization profile. You can edit the details of the organization when needed.

Note: If you are already associated with an organization, enter the token sent to you by the administrator of your organization in the Organization Token field and click Validate Token.

To create a new organization, follow the steps below.

1. On the Organization Information page, note that all fields in light blue color such as Organization Name, Activity, and Country are mandatory.

2. Enter/edit the name of the organization in the Organization Name field.

3. Enter/edit the organization’s email address in the Email field.

4. Enter/edit the organization’s phone number in the Phone field.

5. Enter the organization’s website link in the Website field.

6. Select the organization’s size range from the Company Size dropdown list.

7. Select the organization’s activity from the Activity dropdown list.

8. Enter/edit the organization’s name that is incorporated in the Incorporation Name field.

9. Enter/edit the organization’s government registration code in the Gov. Registration field.

10. Enter/edit the organization’s legal or tax identification code in the Legal/ Tax ID field.

11. Enter/edit the organization’s address in the Address field.

12. Enter/edit the city of the organization in the City field.

13. Enter/edit the organization’s postal code in the Postal Code field.

14. Select the state or province of the organization from the State/Province field.

15. Select the country of the organization from the Country field.

16. Check the box Insurance if the organization has insurance coverage.

17. Enter/edit the amount of insurance coverage in the Insurance Coverage Amount field.

18. Enter/edit any information or notes about the organization in the Notes textbox.

19. Click Save Changes.

The organization’s information is saved and the organization token is generated.

You can now send this token to your colleagues so that they can associate their accounts with this organization.