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Company Details

Summary

This guide outlines how to view and update your company details, including contact and business information in the Plumm  platform.

In this article

  • Before you begin
  • Step 1: Access Company Details
  • Step 2: View and Edit Company Information
  • 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 admin account.
  2. Navigate to the "Company Settings" section from your dashboard.
  3. Click on "Company Details" to access the information page.

Step 2: View and Edit Company Information

  1. Under the Company Details section, you will find the following fields:
    • Logo: Upload or change the company logo.
    • Name: Enter the official company name.
    • 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).
  2. Under the Contact Details section, you will find:
    • 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 is not editable, since that is an email id of the Super Admin
      • Department: Select "Business Development" or 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.

Frequently Asked Questions (FAQ)

1. Who can update the company details?

Only users with admin permissions can view and update company details in the system.

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

 Yes, you can edit these fields at any time, but changes may require approval depending on your company’s settings.

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

The primary contact is typically the super admin or the main point of contact, while the secondary contact is an alternate person (e.g., department head) for communication.

4. Why is the Billing Contact important?

The billing contact is used for all financial and invoicing-related communication between your company and external partners.