Set up a profile with all the required information about your agency for every new team member to learn quickly about it. By default, you can add the following to the profile: the agency name, contact details, location, a short description, phone number and website URL.
Things To Bear In Mind
- You can create your 'Agency Profile' by going to 'Settings' >> 'Agency Profile', and edit the created profile whenever you want to.
- When you create the profile, make sure to upload a profile photo. Instead of randomly picking an image, we recommend uploading your agency logo because this uploaded image will appear on top of all the invoices you send to your clients through StarAgent.
How Your Agency Profile Looks Like
- When you go to the 'Agency Profile' page in StarAgent, you will see the name, city, country, and profile picture displayed on your screen's rightmost section.
- You'll see the rest of the essential details on the central portion - including address, pin code, contact number, fax, website URL, and a short description of the agency.
Update Your Agency Profile
We know you're on your way to using StarAgent in the best way possible to improve your team's working life! ? So, make sure that all the latest details about your agency are available to your team by updating the details regularly. For this, click on 'Edit Company Profile' at the right-bottom corner of the 'Agency Profile' page, edit the required details, and hit 'Update'.
✨Tip: Click on the 'Help Chat' icon at the bottom left corner of your screen and search for 'Agency Profile' to access all the tutorials related to it. |