Amend Your Company Details

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Blaise Steven Cunningham
5 years ago
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- Enter your login credentials - If you need help, refer to the How to

1 1 / 5 How to Amend Your Company Details 1. Go to the OB10 Portal - Go to - Click on the Login button. - Enter your login credentials - If you need help, refer to the How to Login Guide. 2. Select Administration - On your OB10 Account home page, click on "Administration."

2 / 5 3. Select Company Admin - Click on Company Admin on the left side of the screen. 4. Company Details - Enter or edit the company details data fields. - Fields with an asterisk (*) are required.

2 2 / 5 3. Select Company Admin - Click on Company Admin on the left side of the screen. 4. Company Details - Enter or edit the company details data fields. - Fields with an asterisk (*) are required. - Select country that governs how you generate invoices or what must be included in your invoice from the drop down list. - When you are done entering or editing details, click the Save button at the bottom of the display. Notes: If you do not have a "VAT Reg" number and/or a "Company Registration Number" (or do not choose to include this data in your profile), enter "N/A" in these fields..

3 3 / 5 5. Company Admin User Information - Select the User Information tab. - If you want to edit an existing user, click the down arrow and select the user from the drop down list and then edit the user information as needed (A) and proceed to step If you want to create a new user, click on the Create User button (B) and proceed to step If you want to delete an existing user, select the user using the down arrow. After the user s details are displayed, click on the Delete User button (C) 5.1 Company Admin Edit Existing User or Create New User - Select the user to edit or click on the Create User button as described in step 5 above. - Enter or update the user information as required. - For the "Culture" field, click the "down arrow" to select the appropriate language from the drop down list. (A) - Select the authorised accounts for the user. Click the check box next to each account to authorise for the user. If you wish to remove an account, uncheck the box next to the account to remove it for the user. (B) - Select the available languages for the user, by highlighting and clicking on the top green arrow. See screen shot below. (C) - When you are finished, click the "Save" button to amend or create the user record. (D)

4 / 5 6. Company Admin Add, edit or delete contacts - Select the Contacts tab. - If you want to edit an existing contact, click the Edit button associated with the contact (A).

4 4 / 5 6. Company Admin Add, edit or delete contacts - Select the Contacts tab. - If you want to edit an existing contact, click the Edit button associated with the contact (A). Update the information required and click on Save. - If you want to delete an existing contact, click the Delete button associated with the contact. (B) - If you want to create a new contact, click the "Add Contact" button on the screen above (C). Enter the details for the contact. Note that fields with an asterisk are required. - When you have completed the required fields, click the Save button. (D)

5 5 / 5 7. Company Admin Ticket Alerts - Select the Ticket Alerts tab. - To set alerts for a contact, click on their name to select the contact. (A) - If you want to set an alert for Ticket Resolved, click on the arrow button pointing right. (B) - Repeat the above step to set Ticket Response or Any Action alerts for a contact. - To remove an alert for a contact, click on their name in the appropriate alerts box and then click the arrow button pointing left. - When you have completed setting up or editing the ticket alerts, click on the "Save Changes" button at the bottom of the display. (C) Frequently Asked Questions 1. How are Contacts used? When you create an invoice using the OB10 Web Form, you can select the correct contact from a drop down list of the contacts you have set up in the Company Admin area of your account. Contacts are also used when you set up Ticket Alerts (see step 7) or Invoice Alerts within the account administration area. 2. Who do I contact if I need help? Contact the help desk via telephone (see for the appropriate telephone number).

Generate a Report on Submitted Invoices

1 / 6 How To Generate a Report on Submitted Invoices 1. Go to the OB10 Portal - Go to www.ob10.com. - Click on the Login button. - Enter your login credentials. - If you need help, refer to the How to