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Manage organizational profile information used throughout the system. Supports maintenance of company details, work locations, legal representatives, branding assets, and currency settings.

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Edit Company Profile

1

Navigate to Company Profile

AM CP Nav
2

Select Edit

AM CP Edit
3

Fill in the required information

AM CP Edit C
1

Select Legal Representative

AM CP Legal Rep
2

Select Assign

AM CP Assign
3

Select an employee

AM CP Assign C
Select Assign to complete or Cancel to exit without saving changes.

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Add a Work Location

1

Select Work Locations

AM CP Work Locations
2

Select Add Work Location

AM CP Add Work Locations
3

Fill in the required information

AM CP Add WL C
Select Add to complete or Cancel to exit without saving changes. 

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Modify a Work Location

1

Select the Edit or Delete icon in the Action column

AM CP Action
2

Confirm action

  • Edit: Select Save to complete or Cancel to exit without saving changes. 
  • Delete: Select Delete to complete or Cancel to exit without saving changes. 

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View Currency Settings

Explanation of how to gain access to Add Currency
1

Select Currency

AM CP Currency
Explanation of usage
1

Select Brand

AM CP Brand
2

Select Add Logo Type

AM CP Add Logo
3

Select Upload Image

AM CP Image

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Edit Payment Information

Explanation of how to gain access to Add Payment Information
1

Select Payment Information

AM CP Payment Info
2

Select the edit icon

AM CP PI Edit
3

Fill in the required information

AM CP PI Edit C
Select Save to complete or Cancel to exit without saving changes.