Manage Profile Settings - General Information

This guide will show you how to manage your profile settings for general information.

1. Click "Settings"

Navigate to the settings page.

Click

2. Click Here

To obtain the current location ID of the company, you can simply click on the "copy" icon to copy the ID link.

Click Here

3. Click "Upload or Remove"

You can easily perform the following actions: Upload, change or remove a logo

Click

4. Input "Friendly Business Name"

Here, you can assign a unique username to each of your sub-accounts.

Input

5. Input "Legal Business Name"

This is the section where you need to enter your exact legal business name as registered with the EIN. This information will be used for future compliance registration purposes.

Input

6. Input "Business Email"

Please enter your official business email address in the designated field.

Input

7. Input "Business Phone"

Please enter your official business phone number in the designated field.

Input

8. Input "Business website"

kindly input your business website in the given field.

Input

9. Input "Business Niche"

Please select the appropriate business niche that corresponds to the industry your business operates in.

Input

10. Click Here

This is your API Key, which can be used for Zapier and API integrations. You can copy the key by clicking on the "copy" icon. You also have the option to regenerate a new API key by clicking on the "Refresh" icon located beside the "copy" icon.

Click Here

11. Click "Update Information"

Click on the option to update your information.

Click
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