Company Details

Summary

In this article

• Before you begin
• Step 1: Access Company Details
• Step 2: View and Edit Company Information
• Frequently Asked Questions (FAQ)

Before you begin

• You must have admin or relevant permissions to access and update company details.
• Ensure all required fields are completed accurately for the company profile.

Step 1: Access Company Details

1. Log in to your Plumm account.
2. Navigate to the Admin section from your dashboard.
3. Click on Company to access the information page.

Step 2: View and Edit Company Information

1. Under the Company section, you will find the following fields:

• Logo: Upload or change the company logo.
• Name: Enter the official company name (not editable).
• Website: Provide the company website URL.
• Street Address: Enter the full street address of your company.
• City: Enter the city in which your company is based.
• State: Specify the state or region of your company.
• Zip Code: Enter the company’s zip or postal code.
• Country: Select the country where your company is located.
• VAT No: Enter your company's VAT number.
• Trade License No: Enter your company's trade license number.
• Industry: Specify your company's industry (e.g., Technology, Marketing).
  
  

• Primary Contact (Super Admin):
  • First Name: Enter the super admin's first name.
  • Last Name: Enter the super admin's last name.
  • Contact No: Provide a contact phone number.
  • Email: Primary contact email ID (not editable, as it is the super admin's email).
  • Department: Select "Business Development" or the appropriate department.
  • Designation: Enter the job title or position.
• Secondary Contact:
  • First Name: Enter the secondary contact's first name.
  • Last Name: Enter the secondary contact's last name.
  • Contact No: Provide a contact phone number.
  • Email: Enter the secondary email address.
  • Department: Choose "Design and Creative" or the appropriate department.
  • Designation: Enter the job title or position.
• Billing Contact:
  • First Name: Enter the billing contact's first name.
  • Last Name: Enter the billing contact's last name.
  • Partner Billing Email: Provide the email address for billing-related communication.

     3. Click on the Save button at the bottom of the page to apply your changes.

Package Information

• Core Package
  • Core: £0.00 (This typically means the base features or services are free or included at no additional cost).
• Add-Ons
  • Add-Ons: It seems there are no add-ons listed for this particular package, or they are yet to be defined. These could be optional additional services that come at an extra cost.
• Top Up
  • This might refer to additional charges or features that can be added to enhance the service but aren't included by default. It’s typically used for customisations or optional premium features.
• Payment Terms
  • The payment terms section would normally outline when and how payments should be made (e.g., monthly, quarterly, upfront, etc.). Since there's no cost listed here, these details might be undefined or still to be clarified.
• Special Terms
  • Any unique conditions or exceptions related to the package, such as special discounts, limitations, or conditions for upgrades, renewals, etc.

Frequently Asked Questions (FAQ)

1. Who can update the company details?

2. Can I edit the company name and address after setup?

3. What is the difference between the Primary and Secondary Contacts?

4. Why is the Billing Contact important?