Account, Company Settings

Applies to: All users (Standard users and Admins)

Use Account Settings to view and edit your user profile and color scheme, and Company Settings to view and edit

your company logo and company information.

Steps

Edit your Account Settings

Account Settings manages your user profile: your primary user information and your own color scheme, which applies across CORE. 

1. In CORE, click your user profile at the top left of the screen.
2. Click Account Settings.
3. Edit your user information or choose your color scheme.
4. Click Save. Your changes now appear in your profile.
   
   

Edit your Company Settings

Company Settings manages your company logo and primary company information: address, city, state, ZIP code, country and phone number.

1. In CORE, click your company logo or company name at the top right of the screen.
2. Upload a new company logo, or edit the company information.
3. Click Save.  The new logo and company information now appear in CORE.

Note: This step needs an Admin. If you cannot edit Company Settings, ask your company's CORE Admin.