The platform is experiencing some issues - we are very sorry about it. Our engineers are already working on stabilizing the system. If you would like to get live updates on the status please subscribe on our status page here.
Dashboard Company widget
Created on 2019-11-29 12:38:13; Last updated on 2022-01-17 06:00:20
The Dashboard’s top bar is referred to as the Company widget, as it includes a number of important company details:
The left side of the bar displays the company name, which links to the company profile. Next to this is the tax identifier field, where you can enter the company tax identifier, unless the field has already been prepopulated. The right side of the widget includes user information which is pulled from the People app. To edit this information – including adding and removing users and editing individual user details – click Manage. This will open a side panel, where the user information can be edited straight in the Dashboard app:
In the side panel, click Add user to add new users, or select any of the existing users to edit their details or remove them entirely
4 people found this helpful.
- My account
- Invoicing and documents
- Network & connections
- Integration & API
- Announcements & Updates
- Integrated Early Payments