Complete Your Profile

The administrator can update their profiles to deliver a customized experience that is tailored specifically for their organization.

Kanika Malhotra avatar
Written by Kanika Malhotra
Updated over a week ago

To set up your profile details, follow the steps below:

  1. On the Overviews tab, click on Complete profile in Step 1.

  2. A pop-up window will appear where you can enter your Company Name and click on Continue

  3. Choose the industry that best describes your organization and click Continue.

  4. Choose the industry focus area that best describes your organization and click Continue.

  5. Choose the option that best describes your organization type and click Continue.

  6. Choose the option that best describes your individual role in the organization and click Continue.

  7. Choose the option that describes your individual stakeholder group and click Continue.

    Congratulations! You have completed your profile.

    ⚠️Good to know: You can keep the profile details up to date by going back to Overview > Step 1 card and clicking Update Profile.

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