Company Basic Information

What is on the Company Basic Info tab?

  • Use the Basic Info option to view and change the Primary Contact Email. This address is where you receive marketing emails, professional services, and notifications about activities on your account.
  • You can also view and change the Billing Notification Emails. This is where you receive emails about your billing information, when your license is about to expire, when it has expired, or when you have billing issues.
  • You can also set up a group email address for a list of people. Whenever an email is sent to that specific address, everyone in that group will receive the email.

How to Video

  • 0:01 Introduction.
  • 0:21 Learn more about Primary contact email and Billing notification emails.
  • 0:50 Learn more about how to modify Company logo.
  • 1:35 We show you how to modify your Address.

How do I Manage Company Information?

  1. Select My Account tab and select the Company Info subtab.
Company Info subtab screen
Company Info subtab
  1. You can edit the Primary Contact Email. This is where you receive marketing emails, professional services, and notifications about activities on your account.
    • Select the Primary Contact Email Edit icon. The Edit icon changes to a Save icon. A cursor is added next to the existing email address.
    • Change the primary contact email address and select the Save icon to save the changes.
  2. You can edit the Billing Notification Email. This is where you receive emails about your billing information, when your license is about to expire, when it has expired, or when you have billing issues.
    • Select the Billing Notification Email edit icon. The Edit icon changes to a Save icon. A cursor is added next to the existing email address.
    • Change billing notification email address and select the Save icon to save the changes.
Edit button screen
Edit button
  1. You can upload a company logo by selecting the Company Logo block.
Company Logo screen
Company Logo screen
  1. You can update the Address details. This is the address where you will receive invoices:
    • You can edit the Company Name.
    • You can edit the Street.
    • You can edit the City.
    • You can edit the ZIP/Postal Code.
    • You can edit the Country.
  2. Select the Update button to save the changes.
Address details screen
Address details

Check out these articles for more information on Basic Information:

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