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Licensee

21 views 0 23. June 2024

Managing Licensee Information

The Licensee page is used to view and update the primary company and contact information associated with your account. This information is important for licensing, billing, and official communication.

At the top of the page, the Profile section contains the company’s core details. This includes the Company Name, Salutation, and the Primary Contact’s first and last name. The Display Name field is required and represents how the company name will appear throughout the system. You can also enter optional tax-related details such as VAT ID and Tax Office, if applicable.

To the right of the profile fields, you can upload or replace the company logo using the provided action buttons. This logo may be used in invoices or other system-generated documents.

Further down the page, the Physical Address section allows you to maintain the official address of the company. Enter the street address, city, state, ZIP or postal code, and select the country from the dropdown list. Additional notes, such as floor or suite information, can be added to ensure the address is complete and accurate.

After making changes to any field on the Licensee page, be sure to save your updates so they are applied to your account. Keeping this information up to date ensures accurate billing, compliance, and consistent identification across the platform.

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