How to edit your organization's profile information and team members
Maya Kuppermann
7 steps
48 seconds
Trytemelio
1
Click on the three dots next to your name on the bottom left of the screen.
2
Click "Settings"
3
In the "General" tab at the top of the Settings page, you can edit all organization information (which was added when the organization profile was first set up). Note - fields autosave upon typing.
4
In the "Team" tab at the top of the Settings page, you can add/edit team member information.
5
To add a new team member, click the "Add Team Member" button on the right.
6
Add the team member's name, email address, title (not required) and role. You can choose to select them to be the entity primary contact or signatory, or not. Click "Create" once the information has been input.
7
You can edit team member information by clicking the "Edit" buttons related to the respective team member.
