How to Update General Organization Settings Follow
Understanding General Organization Settings in AutyFi
The General Info page in AutyFi's organization settings allows you to input and manage essential details about your organization. This section is crucial for setting up your organization's profile within the system, including its name, industry code, and other vital information. This ensures your organization is accurately represented, and the system can provide tailored services based on your specifics.
Access Settings
- Log in to your AutyFi account.
- Click on the profile icon in the top right corner of the main screen.
- From the drop-down menu, select Organization.
Open the General Info Tab
- You will be directed to the organization settings page.
- Click on the General Info tab (the first tab in the setup process).
Fill in the Details
- ID #: Enter the unique identifier for your organization.
- Organization Name: Input the full name of your organization.
- Abbreviated Name: Provide a short form or acronym of your organization’s name.
- Industry Code: Select the appropriate industry code that best describes your organization.
- Established Date: Use the date picker to enter your organization's date.
Save and Continue
- After filling in all the required fields, click the Save and Continue button to proceed to the next setup stage.
By following these steps, you can efficiently set up the general information for your organization in AutyFi, ensuring a smooth and customized experience.
Comments
0 comments
Article is closed for comments.