How do I update Account Profile and Account logo?

Edit and View Account Profile access is required.

Step 1

Navigate to Settings Dashboard, select Account on the Side Navigation Menu.

Click Save to finalize.

The Primary Customer Contact will the be default contact for all Customers. You may also designate a specific User by updating the Customer profile.

The Primary Supplier Contact will the be default contact for all Suppliers. You may also designate a specific User by updating the Supplier profile.

Step 2

Click the Update Logo button to update your Account Logo.

Select your picture and Save to finalize the selection.

Your updated logo will appear on the Account page.

Only images ending in .png and .jpg are accepted.