Information regarding setting up primary account details
Setting up the Account Details
Once you log into addy Business you will see your account listed. To get started you will need to head over to your account settings page by clicking on the gear icon. This option is only available to the account owner.
Next click on the Account Details option
Within the Account Details page you will be able to set some of the basic details of the account.
These options currently include:
- the logo that will display in the addy Business navigation bar
- Dealer Bio and Logo (shown to members on the properties the Dealer account is involved with)
- Set the Dealers entity name
- Input the Dealers address
- Business Number
- The Jurisdiction/region the Dealer operates from.
Setup Dealer Director, Officer or Signatory
The next step is to setup the Dealers executive user details by going back to the account settings page and selecting “Director, Officer or Signatory”
Up Next: Assigning Dealer Representatives