Editing Company Information
Select the “Companies” icon on the left side
From here, select view company or use the drop-down arrow to go to a specific location.
The Team tab will allow you to add/remove team members to your company.
The About Us tab on the left side will allow you to update company info.
Set defaults for all projects/proposal within the defaults tab.
The Favorites tab will allow you to manage any existing fixture, solution product or solution favorites that you have setup.
Press “Save” in the top right when any information has been updated.
Editing Personal User Information
If you need to edit your profile information, select the “Profile” icon on the left side.
When the necessary information has been changed, select “Save” in the top right.