Upon successful login, click Portfolio from the bar atop the screen. This reveals a list of options.
From these options, select Settings.
On the Settings screen, your workspace ID is displayed in the workspaceId field. You can copy it by clicking the copy to clipboard icon.
To choose a logo, click the Select Logo button. You can choose a logo from your system storage to be displayed alongside your portfolio.
The name of your organization is displayed in the Company Name field. This is also reflected on the header of the reports you generate in .PDF.
Use the Address, City, City Code, and ZIP Code fields to fill in the address of your organization.
Enter the email address at which your company can be contacted using the Contact Email field.
Enter the contact number of the organization in the Phone field.
Use the Website field to enter the URL of your company website.
From the Advanced Settings section, choose Yes from the Allow white label in case you want to allow white label feature.
Similarly, you can use the Yes/No radio buttons next to the Enable Loan Analysis Feature if you want to enable this feature.
Once the required changes are made, click the Save Changes button.
