20Management & Security7-minute read
User Account and Company Setup
Review user identity and company identity settings in the existing internal environment.
Before you begin
- Sign in with an authorized internal account.
Step-by-step instructions
- 1
Open User Account
Select User Account in navigation.
- 2
Review your profile
Check your name, email and available personal profile fields.
- 3
Review My Company
Find existing company identity and supported settings.
- 4
Check quote recipients
Review corporate recipient addresses and the company sales signature.
- 5
Verify AI suggestions
If AI Company Setup is available, confirm every proposed company detail before saving.
- 6
Save permitted changes
Choose Save Company Identity where your role allows.
- 7
Verify on the next quote
Reopen a quote request and confirm the intended recipients and signature.
Expected result
Supported profile and company settings reflect verified information.
Sales best practice
Some settings are restricted to internal users; independent subscribers cannot yet create workspaces.