All team members can view a company's profile information. Which pages of the company profile are available depends on the team member's permission sets

  • All team members can view the Team page. Only team members with Can manage company permission are able to invite or remove team members.
  • Team members with Can manage projects permission are also able to access the Reviews and Rates pages.
  • Team members with Can manage company permission are able to access all pages of the company profile.

If a team member has the appropriate permissions, they can edit the company profile at any time. This includes:

  1. Select My Profile from the left navigation menu. The Basic Profile for your individual profile is displayed.
  2. Select the name of your company from the list of available profiles. The Basic Profile or Team page for your company profile is displayed (depending on your permissions).
  3. Click on the name of the company profile page you wish to modify to navigate to the desired page.
  4. Make the desired changes and click Save.

Warning: Click Save to update changes to made on each page. Leaving the page or navigating the menu without first clicking Save may discard any changes made.