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Organization Profile

The Organization Profile page allows you to provide and update key business information for compliance, billing, and client communications. Completing your profile is optional at first, but is recommended before invoicing clients or when regulatory documentation is required.

Note: All sections are optional and can be updated at any time by an administrator.

Business Information​

Add or update your organization’s core details:

  1. Go to Settings → Organization Profile
  2. Enter or edit:
    • Business registration numbers
    • Tax identification numbers
    • Complete business address
    • Phone numbers and websites
    • Legal entity type
  3. Click Save

When to update: Before invoicing clients, submitting compliance documents, or when your business details change.

Document Upload​

Upload important business documents for compliance or client requests:

  1. Go to Settings → Organization Profile → Document Upload
  2. Upload as needed:
    • Business certificates
    • Professional licenses
    • Insurance documentation
    • Tax registration documents
  3. Click Save

When to update: When regulatory compliance is required, or when requested by clients or partners.

Billing Information​

Set up billing details to enable payments and subscriptions:

  1. Go to Settings → Billing
  2. Enter or update:
    • Payment methods
    • Billing addresses
    • Subscription upgrades
    • Invoice preferences
  3. Click Save

When to update: After the trial period, when upgrading your subscription, or before sending invoices.

Best Practices​

  • Keep your organization profile up to date for smooth billing and compliance.
  • Upload documents as soon as they are available or required.
  • Review billing information regularly, especially before renewals or upgrades.

Troubleshooting & FAQ​

Q: Why can’t I edit my organization profile?

  • Only administrators can update organization details. Contact your admin if you need access.

Q: What if I’m missing a required document?

  • You can save your profile and upload documents later. Some features may be restricted until compliance documents are provided.

Q: Is my information secure?

  • All profile and document data is encrypted and only accessible to authorized users.

Q: Can I update my profile after registration?

  • Yes, you can update your organization profile at any time.

Keeping your organization profile complete and accurate ensures compliance, smooth billing, and professional client communications.