[Only available for Admin Role]
To edit the Company Settings (including company logo):
1) Hover over Company in the upper left section.
2) Click Settings.
The Company settings window will open. Company settings has five sections
- Company Data
- Compnay Contact details
- Banking details
- Insurance details
- Visibility of user profiles
3) Company data tab will be selected by default.
Click the pencil button next to the section that you wish to edit.
Company logo – an avatar of the company, visible on Verama.
Click Upload to upload a picture from the hard drive, and click Save to save the logo.
Company name – a name of the company being edited.
Type the Company name in the Company name text field, and click Save.
Location – A location of the company.
Type the location in the Location field (as suggested by the system). Then, click Save.
VAT number- to change the VAT number, please contact support@verama.com
Phone Number – the contact phone number for the company.
Enter the Country code (dialing code) and the phone number. Then, click Save.
Company size – The number of employees of the company.
Select the size of the company from the Company size drop-down list. Then, click Save.
Company website – the company's official website
a) Click the pencil button to edit.
b) Enter the company website and click Save
4) Company contact details tab will be selected by default.
Click the pencil button next to the section that you wish to edit.
The Company contact tab contains the following sections:
Address details – the postal and invoice address to the company.
a) Enter the postal address
b) If the invoice address is the same as the postal address, mark the check box where it says Same as postal address. This action will copy the postal address and auto populate the invoice address.
c) Click Save
5) Banking details tab will allow you to enter your companies banking details.
Click the pencil button next to the section that you wish to edit.
a) Select country of the bank account
b) Depending in country sleected you will see the applicable types in the Type drop drop down.
c) Select the type that applies for your company.
d) Add bankingdetails, format depends on the banking type selected.
e) Check if this is the primary banking details that should be used (it is required to have one primary banking detail saved)
f) If you are using a factoring company, mark this by checking the checkbox for Factoring company
g) To add more bankingdetails click Add new
h) Click Save.
6) Insurance details tab will allow you to enter your companies banking details.
Click the pencil button next to the section that you wish to edit.
a) Check the checkbox Has insurance
b) Add the Expiration date of the insurance
c) Add the amount if the insurance
d) Upload the insurance documentation
e) Confirm that you have uploaded a valid and correct insurance certificate, by checking the disclaimer check box.
f) Click Save.
7) Visability of user profiles tab allows you to change the visibility of your team and profiles.
Click the pencil button next to the section that you wish to edit.
a) The Full visibility option is selected by defaul. By selecting this option all profiles connected to this company account will be searchable in Ework's Verama.
b) If the Limited visibility option is selected none of the profiles connected to this company account will be searchable in Ework's Verama.
>>> Back to the top of the page <<<