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Kapi Settings

Company Account Settings

Last edited 350 days ago by Mathieu Gratton Leclaire

Financial information

How to Get Started - Access Company Profile

It all starts by going to the Settings menu and clicking on the Company account option. Then you’ll land on the Company account page.

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company account.gif

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Company’s Profile

You will land on Company’s profile page after clicking Company account. You can edit the fields automatically. You will need to provide all the information to be able to save this page, start with :

Business Name

Industry, select the industry your business belong to.

Business Address: once you start typing the system is going to provide a list of matching addresses and you can select your address from the list.

Address

Country

Province

City

Postal Code

Contact information, this information will be presented in your quotes and services contracts, you will need to provide:

Email

Phone Number

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Contact Information

Provide your company’s email

Fill in your company’s phone number

Fill in your website URL, please include the http:// format.

Add your social media profile usernames and link to your profile

Once you’ve provided all the data click save.

You’ll see a green notification saying your data has been saved.

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How to Get Started - Access Company Profile

Company’s Profile

Contact Information

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