Context: This guide covers organisation details and the ability to update the trading name, registered address, organisation classification, and organisation contact details. This guide also covers the addition of a new organisation contact.
Interactive Demo
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Step by Step
1. Organisation Details
2. Navigate to Settings.
3. Select Organisation details.
4. Within the Organisation details screen, you can edit and update a number of attributes about your organisation.
5. To update your organisation classification, click Edit.
6. Within this screen, you can select from two classifications: Employer, or Tax/BAS agent. If you make a change, click Save.
7. To edit or update your organisation contacts, click Edit.
8. If you only have one contact, you cannot remove them. Click Add another contact.
9. When using the Select contact drop-down, users configured in your organisation will be available to choose from.
10. If you select Other, you can manually input a new contact.
11. Enter the new contact's details, and click Add.
12. New contacts will be added to the list. To delete them, click on the three dot action menu in-line with the contact's name.
13. Select Remove to delete the contact from the list.
14. To update your organisation's registered address, click Edit.
15. To update your address, you can search, or check the Enter address manually check-box. If you make updates, click Save.
16. Lastly, to update your trading name, select Edit.
17. You can update your trading name via this modal. If you make changes, click Save.
