Account information
Managing Your Account Information on Naologic
Your account information on Naologic is crucial for managing your company's general and public business information. This information is essential for payment statements, invoices, and receipts. This guide will walk you through accessing and updating your account information on the Naologic platform.
How do I navigate to my account information on Naologic?
- Go to the top navigation and locate the option called Workspace Settings in the top right corner.
- Click on Workspace Settings to access the overall workspace settings menu.
- Identify a section called Workspace Business Settings.
- Inside the Workspace Business Settings, find the option called Account Information and click on it.
What can I do in the general account information section?
In the general account information section, you can update the following details:
- Business name
- Address
- City
- Country
This information will not be publicly visible. Once you have filled in or updated your information, click "Save" to apply the changes.
What can I do in the public business information section?
The public business information section contains details that will be visible in statements, invoices, emails, and receipts. Update the following information in this section:
- Business name: This name will appear across emails, invites to workspace members and guests, and supplier and vendor invites.
- Address: Specify the address that you want to appear in invoices and receipts.
- Company description: This will also be included in emails.
- Support email
- Support phone
- Website
- Support URL
Make sure to save your changes when you're done. The changes will take effect immediately.
Keeping your account information up to date on Naologic is essential for maintaining a professional appearance and ensuring accuracy in communication with clients, suppliers, and vendors. We hope this guide has provided you with the necessary steps to manage your account information on Naologic effectively. If you have any questions or need further assistance, please don't hesitate to contact our support team.