Updating your business details

Setting up your account

Once you're logged into Powered by Agile you can set up your company information. To access these settings simple click on Me › Partner info and you'll land on the settings. The following options are:

  1. Edit company information
  2. Upload your company logo
  3. View or copy your API keys (needed if your IT team is doing integration work)
  4. Invite your teammates to Powered by Agile




Edit company information

This section allows you to edit your business details, corporate addresses and bank details. These details will appear to customers on quote emails, schedules and renewals. 


Upload a logo

Add your logo so it appears to customers during the quote and bind process.


B
Ben is the author of this solution article.

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