Skip to main content

Business Information

Track and update your organisation's data

Updated this week

Step 1: Navigate to Admin Settings > Billing & Customization > Business Information and update your Company's and POC's Details.

Company Details

POC Details

Step 2: You can Add or Edit other Metadata like Locations, Business Units, Cost Centers, Departments, Designations, and Grades.

Click on Add Location on the top right of the screen.

Add Location

Click on Proceed, to update the location details.

Update Location

Deleting Metadata

You can delete a metadata entry by following these steps:

  1. Go to the Metadata tab.

  2. Select the metadata you want to delete.

  3. Hover over the delete icon and click it.

Upon deletion, you’ll be given two options for handling the data linked to this metadata:

  • Option A:
    Set the corresponding data column as blank for all users linked to this metadata.

  • Option B:
    Map the data to another existing metadata column using the drop-down menu.

Where to find this in the platform?

Application URL : https://{{tenant_url}}/home/companyinformation



Did this answer your question?