My Organization - Managing Your Organization Profile

Overview

Your organization's profile is how you present your business - to clients, partners, and anyone who looks you up. This page walks through every part of it: your logo and banner, your summary and credentials, your portfolio, your social links, and your e-signature. Keep it filled in and up to date, and it does a lot of the talking for you.

Logo and Banner

At the top of the page, click the banner image to upload a cover image for your organization. Use the Action dropdown in the top right to Change Image or Preview the current banner. Click the circular logo icon (bottom left of the banner) to upload your logo -  recommended size is 200 x 60.

• Use the eye icon to preview the logo.
• Click Change Image to replace it.
• Click Delete to remove it.

Everything else on this page is organized into five tabs: About Us, Organization Info, Portfolio, Social Media, and E-Signature.

About Us

Organization Summary

A brief, impactful description of who you are. Click Edit to update it, then save your changes.

Professional Summary

A more detailed overview of your expertise - this is where things like your license number, Tax ID, tax number, and languages spoken go. Click Edit to update it, then click Update to save.

Using Write with AI

When you click Edit on the Professional Summary, a Write with AI button appears. Click it to open the AI Generator, where you can:

• Enter a few keywords or phrases related to your organization's expertise
• Choose a creativity level - High, Medium, or Low - to control the tone and style
• Click Generate to get AI-written content based on your input
• Review the suggestion and refine it before saving

Area of Expertise & Skills

Click Add Skills, choose from the available list, and click Save.

Awards

Click Add Awards and enter the title, issuer, date issued, and a description, then click Save. Click Edit on an existing award to update it.

Certifications

Click Add Certification and fill in the title, issuer, dates, credential ID, and URL, then click Save. Click Edit on any certification to update it.

Publications

Click Add Publication Details and enter the title, publisher, author, and publication URL, then click Save. Click Edit to make changes to an existing entry.

Presentations / Events

Click Add Presentation and provide the event name, location, dates and times, and venue details. Toggle on public visibility if you want it visible externally, then click Save. Click Edit to update an existing entry.

Organization Info

Click Edit to update your organization's core details, make your changes, and click Save.

Portfolio

Click to add a portfolio entry and fill in the relevant details. Toggle on public visibility if you'd like it shown externally, then click Add. Add more entries the same way.

• Click Edit to update an existing portfolio entry.
• Click Delete to remove one.

Social Media

Click on the field for each platform to add or edit that link, then click Save to update it.

E-Signature

This is where your organization's signature is set up - used to sign documents securely and professionally.

• Under Admin Digital Signature, choose Draw to sign using your mouse or trackpad, or Upload to add an image of your signature instead.
• Existing Digital Signature on the right shows the signature currently saved and in use.

To redraw or replace it:

1. Go to the E-Signature tab.
2. Click Draw (or Upload) and provide your new signature.
3. Click Update to save it.