It’s important to keep your company’s details up to date. Your Company Profile includes basic information like your address, phone and fax numbers, and logo, as well as your contacts (employees) and credentials (compliance documents such as a Blanket Agreement, W-9, or Workers’ Comp certificate).
1. Edit the Company Profile
Use the Company Profile to update all of your company’s details, including contacts, trades, and credentials.
Steps:
From any page in RedTeam Flex, click the RedTeam Flex logo in the top-left corner of the screen.
Click Edit.
Update the fields under the General Information, Location, Contacts, and Credentials headings as needed. Then click Save.
2. Edit Company information from Configuration
From the Configuration menu, you can update basic information such as your company name, short name, address, phone and fax numbers, and logo.
Steps:
From the Configuration menu, click My Company under the Controls heading.
Edit the basic fields then click Save.
