Step 1: Manage Organisation
From your logged in account, select the Account icon on the top right-hand side of the screen. Select the Organisation tab within the drop-down menu.
Please note: Only organisation administrators can manage an organisation. See our article How do I become an administrator for my organisation? for more information.
Step 2: Edit Organisation
Click the relevant tab to manage different aspects of your organisation.
Basic Details
Here you can edit your organisations Name, Description, Logo, Contact Details, Language. Remember to Save your changes.
Members
Here you can view members, grant admin rights and remove members.
Specialisms
Add specialisms using the search box, category selector or the A-Z finder.
Addresses
Add and edit your organisation's address.
Previous Cases (Enhanced feature)
List previous cases and deals that you would like to be visible on your organisations profile.