The organization profile allows you to edit the organization name and contact information, the logo, and the colors. Admin privileges are necessary to make changes to your organization's profile ("Organization Administrator" user permission)


To get to the organization profile, log in, click on the user icon in the top right, and select settings. 


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Then click Organization Profile.

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Here, you can enter or change the information you would like to update, including the company name, contact information, logo, and color that will appear on proposals and documents. Click on the logo to upload a new image. Click on the color palette to change the color. Once you're done making updates to the profile, click Save.


You can add license numbers by clicking on the "+" icon and selecting the state for the license. You can add one or more state licenses to your account.

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If you need a different company name or address to appear on legal documents, uncheck the selection box for the legal address and fill out the alternate information.

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Congratulations! You have updated your organization's profile!


You might also want to check out our resources on these other account settings: