What Am I Trying To Accomplish
The profile section contains basic information about you, your company, and your account. There are two basic areas to update:
- User Information
- Company Information
How Do I Do It?
1) Click on your name dropdown in the upper right-hand corner
2) Click Profile
3) Click on Edit Profile
4) Edit Your Profile Information
- Full Name (This will appear as the name on your name dropdown)
- Position Title (Optional, only visible to you and your Admin)
- Phone Number (Optional, only visible to you and your Admin)
- Timezone
- Select your time zone from the dropdown. This will ensure your correct time is marked on all actions you take in SourceDay. The default time zone is US Central Time.
- About Me (Optional, only visible to you and your Admin)
- Upload Avatar - Click on the empty Avatar picture to upload a picture of yourself or an avatar for your profile
6) Click the Save button when done to save your changes and update your profile
7) Now Click on Edit Company Information
8) Edit Your Company Information
- Company Name - The Company name as it appears for your account
- URL - Website for your Company
- Phone - Phone number for your organization (not for the user)
- Country - Country of your headquarters
- Province/Region - Region of your headquarters
- City - City of your headquarters
- Address - Your street address
- Zip Code - You zip code
- D&B - DUNS # - The Dun & Bradstreet D‑U‑N‑S Number is a unique nine-digit identifier for businesses
- ERPs Used - What ERPs are in use at your organization
9) Click Submit to save your changes
Keep Learning
- Getting Started with PO WorkFlow - Supplier Best Practices for Setting Up Your Dashboards
- Getting Started - Introduction to PO for Suppliers
- Getting Started with PO Workflow - Buyer Best Practices for Setting Up Your Account