FAQ for Organization
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On this page
  • 1. Billing Info
  • 2. Address Info
  • 3. Contact Info
  • 4. Default Settings
  1. Menu
  2. Settings

Account Settings

Last updated 8 months ago

The Account Settings page serves as a comprehensive hub for managing essential information related to your account. This section is organized into four key areas: Billing Info, Address Info, Contact Info, and Default Settings.

1. Billing Info

In the Billing Info section, users can enter and update their company’s financial details. This includes:

  • Company Name: The official name of your organization as it appears on billing statements and legal documents.

  • VAT Number: A unique identification number assigned to your business for value-added tax purposes, necessary for invoicing and tax compliance.

This information is crucial for ensuring accurate billing and compliance with financial regulations.

2. Address Info

The Address Info section allows users to provide their organization's physical address for billing and communication purposes. The fields include:

  • Postal Code: The postal code for your business location, ensuring accurate mail delivery.

  • Country: The country where your organization is located.

  • Street: The street address of your business.

  • House Number / Apartment: Specific house or apartment number to pinpoint your location.

  • City: The city where your organization operates.

  • State: The state or region of your business address, if applicable.

Having accurate address information is essential for effective communication and service delivery.

3. Contact Info

The Contact Info section is designed to maintain up-to-date contact information for the primary point of contact within your organization. This includes:

  • Contact Name: The name of the person responsible for managing account-related inquiries.

  • Contact Email: The email address for the primary contact, ensuring prompt communication regarding account matters.

  • Phone Number: The primary phone number for reaching the contact person.

  • Phone Number 2: An optional secondary phone number for additional contact methods.

This section ensures that communication is streamlined and that support can be provided efficiently.

4. Default Settings

The Default section allows users to set preferences for their account. This includes:

  • Currency: The default currency is set so that you don't have to select it repeatedly when creating a plan.

  • Email for Notifications: The email address designated to receive notifications related to account activity, such as billing alerts, service updates, and other important communications.

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