Understanding Company Profile

Understanding Company Profile

This course will walk you through how to manage the settings in the Company Profile app.

ABOUT

Welcome to Understanding Company Profile!

Whether you're setting up your profile for the first time or need to make changes to contacts, tax information, billing, or employee permissions, this step by step training will guide you through the process. 

 

Who should take this course?

Admins that are setting up or making changes in the Company Profile App.

Topics we'll cover include:

  • Company overview
  • Tax and plan information
  • Addresses and departments
  • Admin and employee permissions
  • Custom integrations
  • Security settings

 

CURRICULUM5 min

  • Setup
  • Understanding the Company Profile App 5 min

    Training Video

  • What's Next?
  • ClubZen

ABOUT

Welcome to Understanding Company Profile!

Whether you're setting up your profile for the first time or need to make changes to contacts, tax information, billing, or employee permissions, this step by step training will guide you through the process. 

 

Who should take this course?

Admins that are setting up or making changes in the Company Profile App.

Topics we'll cover include:

  • Company overview
  • Tax and plan information
  • Addresses and departments
  • Admin and employee permissions
  • Custom integrations
  • Security settings

 

CURRICULUM5 min

  • Setup
  • Understanding the Company Profile App 5 min

    Training Video

  • What's Next?
  • ClubZen