• When getting started setting up your portal account, you will need to setup your Billing information and Company Profile to fully use the portal. 

  • Under the announcements section of the dashboard click the Update Company Profile button. 
  • Alternatively, click Company Profile tab under Company Settings in the left-hand navigation menu.



  • Click any of the Edit buttons located in the right-hand side panels of the company profile.


  • Fill in the required fields (indicated by the red asterisk) and click Save button. Required fields for the company profile include the following:
    • Phone
    • Billing Address Street
    • Billing Address City
    • Billing Address Postal Code
    • Billing Address State
    • Shipping Address Street
    • Shipping Address City
    • Shipping Address Postal Code
    • Shipping Address State