System Preferences - Business Details

Created by Kylie Mitchell, Modified on Tue, 10 Jan 2023 at 08:39 PM by Kylie Mitchell

This article will go over how to access and edit your business details.

 

Accessing your business details

  1. Click on the admin button found at the top right of your Actionstep screen./helpdesk/attachments/150002488867
  2. Select the General settings tile./helpdesk/attachments/150002488868

Here you will see your:

  • Business/trading name
  • Primary Country (This is where your company is based or primary country if you are multi-national)
  • Default time zone - You can change your timezone by selecting the drop down box./helpdesk/attachments/150002488869

Editing your business details

To edit your business details click on the Edit contact button, This will take you to your contact record for your company and click Edit.


/helpdesk/attachments/150002488870

Here you will be able to edit the following:

  • Change your company name
  • Email address
  • Phone number
  • Address 
  • Website


Related Articles: