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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.

How-toRequires an account

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%+.

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