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When setting up your account, it's important to include your organization's contact information since it's used when creating contracts with outside contractors. You also need to include a couple key e-mail addresses to make sure the work flows properly through your organization.

  1. Click on the “Settings” button at the bottom left of the screen to reveal the settings panel.

  2. Go to the “Organization” screen.

  3. Click the "Edit" button.

  4. Fill in the "Contract Delivery Email" field with the e-mail address of the person or department in your organization responsible for archiving or tracking contracts. Whenever someone in your organization creates a Job with a contractor, a copy of the digitally-signed contract is sent to this e-mail address. (Learn about creating Jobs and signing contracts here.)

  5. Fill in the "Accounts Payable Email" field with the e-mail address of the person or department in your organization who needs to receive your orders to pay. This is typically the accounting or finance personnel who are responsible for paying contractors. (Learn about closing Jobs and submitting payment requests.)

  6. While in "edit" mode, you can add or change your organization's profile image, name, website, mailing address, and primary e-mail address.

When you're done filling out your profile, click the "Save" button to make it permanent.

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