Company data
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      How to edit your company data

      Steps to take to edit your company's data, such as your company name and contact information

      You may wish to update your organization's data as you change and grow. Editing these details in Clym's platform is an easy 3-step process:

       

       

      1. Sign in to your Clym Portal

      You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to Clym's home page and click on Sign in in the upper right-hand corner. 

      Screenshot 2024-06-20 at 8.10.49 PM

       

       

      2. Open your Company Data page

      From the left side menu, select Company Data.

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      3. Edit your company data

      From the Company Data page, update the fields that you need to modify for your company. Fill in the Generic Settings, Addresses, Contact Information, DPO and Representatives, and Bank Accounts fields based on your company needs.

      Please note that it is important to understand how generic settings affect your geographical and device-based settings. For more information on how generic settings affect your Clym widget, please read more here.

      company settings 2

       

      If you encounter any challenges, please reach out to us at support@clym.io.