How To Manage Your Organisation Profile Information

The Organisation Profile page allows you to manage your organisation’s key information in one place. You can update its name and contact numbers, manage billing and shipping details, or archive the organisation when it is no longer required.

To manage an organisation profile:

1. Go to Admin.
2. Select the organisation you wish to manage.
3. Click Organisation Profile.

Use Edit within each section to make changes.

 

Select to Skip To Section:

• Update Your Organisations Display Name

• Update Your Organisations Invoice Display Name

• Add Or Edit Contact Numbers

• Update Billing And Shipping Addresses

• Archiving an Organisation

Use Edit within each section to make changes.

Update Your Organisations Display Name

1. Click Edit.
2. Edit Name.
3. Click Save.

Update Your Organisations Invoice Display Name 

If you wish to have a different name display on your invoice. You will need to update this information under Profile and Payments.

1. Select Profile & Payments.

2. Under Billing Details, click Edit.

More information can be found here: Using The Profile & Payments Page

 

Add or edit contact numbers

1. Click Edit.
2. Add/Edit Name.
3. Click Save.

Note - When adding a number, please omit the leading zero.

 

Update billing and shipping addresses

1. Click Open Billing Profile. 

2. Click Edit. 

3. Click Addresses.

4. Update Address.

5. Update Shipping Address if required.

6. Click Save.

 

Archiving an Organisation

At times, you may need to archive an organisation within your account. To do so, please follow the instructions in this article:   

How to Archive An Organisation – Fleet Manager

Please Note - Archiving an organisation with Active Spiders on DOES NOT DEACTIVATE THE SPIDERS. 

 

If you have questions, please contact [e-mail]