Forex CRM / Organization/Company Profile
Company Profile
Manage your company name, contact details, website URLs, and registered address.
Overview
The Company Profile page allows you to manage your organization's core information. This includes your company name, contact details, website URLs, and registered address. This information is used throughout the platform and may appear in client communications, emails, and documents.
Location
Navigate to: Organization > Settings > Profile
Organization Identity (Read-Only)
At the top of the profile page, you'll find read-only identity information:
Organization ID
- A unique identifier for your organization (format: ORG-XXXXXXXXX)
- Generated automatically and cannot be changed
- Use this ID when contacting customer support for quick identification
- Can be copied to clipboard using the copy button
Site URL
- Your CRM access URL
- Configured by your system administrator
- Displays the production URL where your CRM is hosted
- Can be copied to clipboard using the copy button
💡
TipKeep your company name, registration number, and address consistent with your regulatory filings. Discrepancies between your CRM profile and official registrations can cause issues during compliance audits.
Editable Profile Fields
Basic Information
| Field | Description | Required |
|---|---|---|
| Application Name | Name displayed in browser tabs and throughout the platform | Yes |
| Company Name | Your official registered company name | Yes |
| Registration Number | Company registration or incorporation number | No |
Contact Information
| Field | Description | Required |
|---|---|---|
| Support Email | Email address for client support inquiries | Yes |
| Primary Phone | Main contact phone number | No |
URLs
| Field | Description | Required |
|---|---|---|
| Website URL | Your main company website | No |
| Client Area URL | Link to client portal or trading platform | No |
Address
| Field | Description | Required |
|---|---|---|
| Registered Address | Official business address (multiline) | No |
Updating Your Profile
Step-by-Step Process
- Navigate to Profile: Go to Organization > Settings > Profile
- Review Current Information: Check existing values in the form
- Update Fields: Edit any fields that need to be changed
- Save Changes: Click "Save Changes" button at the bottom
Validation Rules
- Application Name: Required, max 255 characters
- Company Name: Required, max 255 characters
- Support Email: Required, must be valid email format
- Website URL: Must be valid URL format (https://)
- Client Area URL: Must be valid URL format (https://)
Where Profile Data Appears
Profile information is used in several places:
- Browser Tab Titles: Application Name appears in page titles
- Email Communications: Company name and contact details in email templates
- Client-Facing Pages: Support contact information
- Document Headers: Company details in generated documents
- Sidebar/Navigation: Logo area may display company name
Best Practices
- Keep Information Accurate: Ensure all details match your legal registrations
- Use Official Email: Use a professional support email ([email protected])
- Include Full Address: Complete registered address helps with compliance
- Test URLs: Verify website and client area links work correctly
- Regular Review: Update information when company details change
Common Questions
Can I change the Organization ID?
No, the Organization ID is automatically generated when your organization is first set up and cannot be changed. This ensures consistent identification.
📧
NoteProfile changes only affect future communications. Previously sent emails, generated PDFs, and other documents will retain the information that was current at the time they were created.
Will changes affect existing communications?
Yes, updated information will be used in new communications. Previously sent emails or documents retain the old information.
Who can edit the profile?
Only administrators with appropriate permissions can access and modify the organization profile.
What happens if I leave fields empty?
Required fields must be filled. Optional fields can be left empty, but may result in missing information in certain areas of the platform.
Next Steps
- Staff Management -- Add and manage your team members
- Branding -- Customize your platform's visual identity with logos and themes
- Branches -- Set up your office locations and regulatory assignments