How to Manage Organization Profiles | Scribe

    How to Manage Organization Profiles

      Manage My Profile

      1
      Click on "Account" and click "My Profile."
      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.
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      Tip! You can also click on each panel to update your organization's information.
      7
      To update general information about your organization, click the "Update" 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 "Update" 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"