Completing the Personal and Company info

A complete personal and company profile, used for collaborator visibility, outreach branding, and features that rely on company context.

CLIENT-ONLY · How-To

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Outcome

Personal and company profiles filled in and saved.

Prerequisites

• A confirmed account
• Your details ready: logo, VAT number, address, website, industries, mobile, employee count

Steps

Personal info

1. Sign in and click the Settings gear (bottom left).
2. Open the Profile tab. [GAP: confirm exact tab name, Profile or General.]
3. Add: photo, full name, job title, mobile, time zone, display language.
4. Save.

Company info

1. From Settings, open the Company tab.
2. Add: company logo, VAT number, headquarters address, website, industries, mobile number, number of employees.
3. Save.

[SCREENSHOT: Settings panel with the Company tab fields]

Verification

Reopen each tab; saved values appear. Invited members see the company logo on sign-in. Outreach signatures pull from the company info.

Troubleshooting

• Logo upload fails. Use PNG or JPG under 2 MB. Square renders best.
• VAT not validating. Include the country prefix (e.g. BE0123456789).
• Industry missing. Choose the closest match; it’s a fixed list.
• Changes not saving. Refresh and reopen the tab to confirm.

Best practices

• Complete this before inviting team members; they see your branding from first sign-in.
• Keep the company info accurate.
• Update employee count when it shifts by 25%+.

Related articles

• Sign-up and Account Creation
• Inviting Users
• Email signature setup
• Settings overview: where everything lives