6. Admin

6.3 Organization Information

Objective

To provide a clear and concise guideline for team members to effectively manage and update the organization’s information, ensuring accuracy and consistency across all platforms

Key Steps

  1. Log In: Access the admin panel using your designated credentials
  2. Navigate to Organization Settings: Locate the section for managing organization information
  3. Update Organization Name:
    • Identify the current name displayed
    • Enter the new name in the designated field
  4. Change Country:
    • Find the country field.
    • Select or enter the correct country where the organization is located
  5. Enter Organization Number:
    • Locate the org number field.
    • Input the correct organization number as required
  6. Update Organization Logo URL:
    • Find the logo URL field
    • Enter the URL that points to the organization’s logo image. Ensure the URL is correct and accessible
  7. Review Changes:
    • Double-check all entered information for accuracy
  8. Save Changes:
    • Locate and click the ‘Save’ button to apply all updates made

Cautionary Notes

  • Ensure that all information entered is accurate and up-to-date to avoid any miscommunication or errors
  • Verify that the logo URL is publicly accessible; otherwise, the logo may not display correctly
  • Changes made are often irreversible; proceed with caution when updating sensitive information

Tips for Efficiency

  • Prepare all necessary information (new name, country, org number, logo URL) before starting the process to streamline updates
  • Consider designating a specific team member to handle these updates to maintain consistency