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How do I edit my Organization Settings?
How do I edit my Organization Settings?

How to change your organization settings in TrackBee.

Bart Valstar avatar
Written by Bart Valstar
Updated over a year ago

Introduction:

This guide provides step-by-step instructions on changing your organization's information on our platform. Whether you need to update your organization's name, address, or other details, the process is simple and efficient.

1. Log into your account.

  • Before you can edit your personal settings, you need to log into our platform.

  • Enter your username and password on the login page to access your account.

2. Accessing Organization Settings.

Once logged in, navigate to the organization settings area:

  • Go to the Top-Right Corner: Look for your account icon or name in the top-right corner of the screen.

  • Open the Settings Menu: Click on the icon or your name to open the settings menu. Upon clicking the icon, you will be automatically redirected to the Personal Settings page.

  • Select 'Organization': In the top menu, find and select the option labeled 'Organization'.

3. Editing your Organization Information.

In the Organization Settings section, you can update various aspects of your organization's profile:

Updating Organization Details:

The Organization details consist of the Organization name, Contact email, VAT-number, and Phone number.

  1. Find the Relevant Field:

    • Find the field labeled 'Organization name' to change your organization name.

    • Find the field labeled 'Contact email' to change your contact email.

    • Find the field labeled 'VAT-number' to change your VAT-number.

    • Find the country code selector and the field labeled with a phone number to change your phone number.

  2. Edit your Organization Details: Enter the new name, contact email, VAT number, or phone number in the respective field.

  3. Save Changes: Click on the 'Save' button in the bottom right to save the information.

Updating Organization Address:

The Organization address consists of the Address, City, Province/State, Postal/ZIP code, and Country.

  1. Find the Address fields:

    • Find the field labeled 'Address Line 1' to change your Primary Address information.

    • Find the field labeled 'Address Line 2' to change your Secondary Address information.

    • Find the field labeled 'City' to change your City.

    • Find the field labeled 'Province/State' to change your Province or State.

    • Find the field labeled 'Postal/ZIP code' to change your Postal or ZIP code.

    • Find the dropdown menu labeled with the current country selection to change your Country.

  2. Update the Address: Enter your organization's new address details in the provided fields.

  3. Save Changes: Click on the 'Save' button in the bottom right to save the information.

Completion

Congratulation! You have changed your organization settings!

If you encounter difficulties or have any questions while updating your organization's information, please don't hesitate to reach out to our support team. We're here to help you ensure that your organization's profile is always up to date and accurately represented.

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