Updating your Company Profile

Once you have successfully logged onto the system, the next thing you must do is update your company profile. Look for your company name in the list of accounts on the Accounts tab. It is shown as a blue shaded row in the Accounts view.

In the sample screen below, the company profile account is named “Commence Demo Instance”.

To modify your Company Profile please follow the next steps:

• Select from the available modules along the top of the digital dashboard.

• Next find your company name in the Default List of Accounts. Open this account by clicking the company name, or put a check in the box next to the company name and click the View button.

•Fill out your company address in the first column under Account. You can also enter the main company phone numbers under Account Contact Methods.

• Click “Save” when complete.

To add Employee contacts under your Company Profile please follow the next steps:

• While your Company Profile is still open, look in the bottom portion of the window and you will see . Select “Contacts” from the drop-down. Click the button.

• Add a contact for each Commence CRM user at your company. This is required before you can create “Users”. Click “Save & New” after entering each employee contact.

• You may enter additional contacts at your company as needed. Once all your company contacts have been entered, click “Save & Close

Security Profiles

• Security Profiles

Profiles Adding Security Profiles

• Adding Security Profiles

Adding Users

• Adding Users

Assigning Security Profiles

• Assigning Security Profiles