Your Profile information completes your Passport documents. It is important to complete all fields required or useful to your clients.
Left menu: Contractors ⇒ Top sub-menu: Our Passport
- Click the Edit blue button to enter in edit mode.
- Add/modify all information directly in their respective field:
- Logo
- Legal Name (recommended if it differs from the common company name)
- Registration information
- Taxes
- Boards.
- Click the Save button to save your changes.
To add/modify information about your address
Left menu: Account ⇒ Top sub-menu: Company Profile
- Edit field directly (autosave mode).
To change the main contact
Left menu: Account ⇒ Top sub-menu: Primary Contact
- Select the new User in the Our Contractor Passport dropdown list.
- If the User is not in your list, you’ll need to add the User to your main User list with an access right to the Our Passport module.
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