How To Steps:
Log In
Log in to your Collective OS account to access your profile and tools.
Navigate to Your Profile
Go to your profile page.
Locate the Clients section in the sub-navigation menu.
Add a Client
Click on the Add Client button to open the client drawer.
Select from the dropdown list of organization-managed clients.
Add a New Company
If your client’s company isn’t listed:
Click the Add New Company button to open the form.
Enter company details such as:
Company Name
Website
Industry
Number of Employees
Company Logo
Use the search feature in the company name field to autofill details from our global database.
Edit Client Information
Edit client details anytime by clicking on the three dot from the client card in your profile and making the necessary updates.
Upload Company Logos
Ensure logos meet these requirements:
Square format.
Minimum size of 200px by 200px.
