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Organization Information Overview

Keeping your organization information up-to-date ensures accurate representation and proper functionality. You can modify various aspects of your organization’s profile as needed.

Accessing Organization Settings

To update organization information, navigate to the Organization Settings in your dashboard. You’ll need Admin or Owner permissions to access these settings.

Updating Organization Name and Details

In the General tab, you can update your organization’s name, industry, size, description, and other basic information. Click ‘Save Changes’ to apply your updates. Upload a new logo by clicking on the logo placeholder in the Organization Settings. We recommend using a square image of at least 512x512 pixels for best results.

Managing Contact Information

Update your organization’s contact email, phone number, address, and website to ensure clients and partners can reach you through accurate channels.

Conclusion

Keeping your organization information current reflects professionalism and helps maintain effective communication. Review and update these details periodically, especially after significant organizational changes.