From the Home page, select the Setup button. You can also click your name in the bottom-left corner and select My Account from the dropdown menu.
Complete Your Company Information
In the Account sub-tab, enter your company information, including:
Company Logo — This will appear on your quotes and orders.
Company Name
Website URL
Your remaining company and account information.
Be sure to complete all required information before moving on to the next step of your account setup.
Need Help?
If you have questions or need assistance getting your account set up, you can schedule an Onboarding Meeting with our team, please email us at [email protected]