If you are a company admin, you have the ability to update your Company Settings.
If you do not see Company Settings as an option, contact your company administrator or your firm administrator to resolve the issue.
Once logged into the software, go to the lower left-hand corner and click Company Settings—this will be located next to your profile picture.
Under Company Settings, there are two tabs: Account and Users. This section covers Account.
Within Account, you can update all of your company’s information.
Key fields include:
- Industry – This must match your Health and Value Assessment to calculate proper multiples. If you have questions, contact the person who introduced you to the software.
- Time Zone – Set to the organization’s main office location or where the company owner resides.
- Logo – Upload your company logo.
- Company Bio & Additional Information – Add any descriptive or relevant details you’d like.