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Editing your company profile

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When you first register a TouchBasePro account, you will be assigned a default account.  

 

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Editing your company details

If you would like to edit your company details, hover your cursor over the account name and select the edit icon.  

 

Please note that this is where you can add your company details like address and financial details.  

 

Adding a new company to your account

 

If you would like to add a new account to your profile, select your account name in the top left-hand corner of the screen and select the option "Add new company"  

 

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Fill in your company details and select the "Add Company" button.  

 

You can then toggle between your various accounts by clicking on your account name in the top left-hand corner of the screen and selecting the account you would like to use.  

 


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