How to Manage Organization Profiles
Ocip
Manage My Profile
1
Click on "Account" and click "Account Settings."
2
Navigate to the bottom of page and click "Update."
3
Complete following required (*) fields for both Contact Details and Preferences. Click "Save."
Manage Organization Profile
4
Navigate to "Account" menu and click "[Your Organization] - Profile."
5
Click "Add" button to add additional organization details such as annual information, contacts, languages served, etc.
6
Click "To Do" button to complete following actions required.
Tip! You can also click on each panel to update your organization's information.
7
To update general information about your organization, click the "Edit" button found in the "General Infromation" panel.
8
Complete following required fields (*) for Business Details: Organization Name, Organization Description, Organization Type, and Visibility Type.
9
Click "Next"
10
Complete following required (*) fields for Corporation Information: CRA Business Number (BN), Incorporation Date, Incorporation Province/Territory, and Month of Fiscal Year End.
11
Click "Save"
12
Click on the "Organization Information" panel.
13
To verify your Business Number, click on the "Verify BN" link. (Note: clicking on "Edit" button of this section will take you to the same page as "General Infromation").
14
Click on "Annual Information" panel and click "Add New" button.
15
Complete required fields (*) for annual information: Fiscal Year End, Annual Revene (CAD) and Numer of "Full-Time Equivalent" Employees. Click "Save"
16
Click on "Representation Details" panel and click "Add New."
17
Complete following required fields (*): Representation Group and Representation Percentage. Click "Save"
18
Click on "NAICS Sectors" panel. Click "Add New."
For more detailed information about NAICS (North American Industry Classification System), visit [Statistics Canada](https://www.statcan.gc.ca/en/subjects/standard/naics/2022/v1/introduction).
19
Select and complete the following required fields (*) for Sector Details: Industrial Sector and Industrial Subsector.
20
Click on "Industrial Sector" and input or select a code.
21
Next, click "Select Industrial Subsector..." and select a code.
22
Click "Save"
23
Click on "Contacts" panel. Click "Add New" to add new contacts.
24
Provide the contact's first name, last name, and position title.
25
Select the type of contact from the following options: Administrative, Financial, Technical, All, or Other.
26
Click "Next"
27
Provide contact's email address" and phone number. Indicate the contact's "Preferred method of contact", "Communication Language" and "Visibility Type".
28
Click "Save"
29
Click "Update", to update an existing contact's information. To delete a contact, click "Delete".
30
Click on "Locations" panel. Click "Add New" to add additional location(s) for organization.
31
Complete the following required fields (*) for location identification: Location Name and Location Code.
32
Complete the following required fields for address details: -Street Address Line 1 -City -Province/Territory -Postal/Zip Code, and Country
33
Click "Save"
34
The following actions are available for each location listed for your organization: "Update", "View Map", and "Delete."
Alert! You must have at least one location for your organization.
35
Click on the "Languages Serviced" panel. Click "Manage Languages."
36
Select following applicable languages for your organization and click "Save".
37
Click on "Logo" panel. To upload a logo, click on the "Select file to upload" button or drop a file to upload.
38
Click on the "Web Presence" panel and click "Add New" to add the organization's web presence addresses, including websites, social media, etc.
39
Select "Web Presence Type" and provide a "Web Presence URL." (Note: "List Order" is the order of relevancy).
40
The "TO DO" button will disappear once all mandatory information in the profile sections is completed.
View Public Profile
41
Click "Profile" to view your public profile.
42
Your public profile will look like this.
How to Manage Organization Profiles
Ocip
Manage My Profile
1
Click on "Account" and click "Account Settings."
2
Navigate to the bottom of page and click "Update."
3
Complete following required (*) fields for both Contact Details and Preferences. Click "Save."
Manage Organization Profile
4
Navigate to "Account" menu and click "[Your Organization] - Profile."
5
Click "Add" button to add additional organization details such as annual information, contacts, languages served, etc.
6
Click "To Do" button to complete following actions required.
Tip! You can also click on each panel to update your organization's information.
7
To update general information about your organization, click the "Edit" button found in the "General Infromation" panel.
8
Complete following required fields (*) for Business Details: Organization Name, Organization Description, Organization Type, and Visibility Type.
9
Click "Next"
10
Complete following required (*) fields for Corporation Information: CRA Business Number (BN), Incorporation Date, Incorporation Province/Territory, and Month of Fiscal Year End.
11
Click "Save"
12
Click on the "Organization Information" panel.
13
To verify your Business Number, click on the "Verify BN" link. (Note: clicking on "Edit" button of this section will take you to the same page as "General Infromation").
14
Click on "Annual Information" panel and click "Add New" button.
15
Complete required fields (*) for annual information: Fiscal Year End, Annual Revene (CAD) and Numer of "Full-Time Equivalent" Employees. Click "Save"
16
Click on "Representation Details" panel and click "Add New."
17
Complete following required fields (*): Representation Group and Representation Percentage. Click "Save"
18
Click on "NAICS Sectors" panel. Click "Add New."
For more detailed information about NAICS (North American Industry Classification System), visit [Statistics Canada](https://www.statcan.gc.ca/en/subjects/standard/naics/2022/v1/introduction).
19
Select and complete the following required fields (*) for Sector Details: Industrial Sector and Industrial Subsector.
20
Click on "Industrial Sector" and input or select a code.
21
Next, click "Select Industrial Subsector..." and select a code.
22
Click "Save"
23
Click on "Contacts" panel. Click "Add New" to add new contacts.
24
Provide the contact's first name, last name, and position title.
25
Select the type of contact from the following options: Administrative, Financial, Technical, All, or Other.
26
Click "Next"
27
Provide contact's email address" and phone number. Indicate the contact's "Preferred method of contact", "Communication Language" and "Visibility Type".
28
Click "Save"
29
Click "Update", to update an existing contact's information. To delete a contact, click "Delete".
30
Click on "Locations" panel. Click "Add New" to add additional location(s) for organization.
31
Complete the following required fields (*) for location identification: Location Name and Location Code.
32
Complete the following required fields for address details: -Street Address Line 1 -City -Province/Territory -Postal/Zip Code, and Country
33
Click "Save"
34
The following actions are available for each location listed for your organization: "Update", "View Map", and "Delete."
Alert! You must have at least one location for your organization.
35
Click on the "Languages Serviced" panel. Click "Manage Languages."
36
Select following applicable languages for your organization and click "Save".
37
Click on "Logo" panel. To upload a logo, click on the "Select file to upload" button or drop a file to upload.
38
Click on the "Web Presence" panel and click "Add New" to add the organization's web presence addresses, including websites, social media, etc.
39
Select "Web Presence Type" and provide a "Web Presence URL." (Note: "List Order" is the order of relevancy).
40
The "TO DO" button will disappear once all mandatory information in the profile sections is completed.
View Public Profile
41
Click "Profile" to view your public profile.
42
Your public profile will look like this.
