Editing your Company profile

You can modify your company details or contacts in Management Portal, My Company > Company profile.

On this page, you can modify the company information, legal address, primary contact, billing address, primary billing contact, and other contacts.

By default, the billing address and primary billing contact fields are empty. If you chose to have different billing address and contact, you need to configure them as follows.

You can have only one primary contact and one primary billing contact per tenant, and you cannot delete them.

To configure the billing address and primary billing contact for your company

  1. In the management console, go to My Company > Company profile, and then click Edit.
  2. In the Billing address section, enter the billing address.
  3. In the Primary billing contact section, enter the first name, last name, and company email of the primary billing contact.

    Optionally, you can enter a phone number.

  4. Click Save.

Alternatively, you can use the primary legal contact as primary billing contact by selecting the Same as company legal information check box.

Configuring company contacts

As a partner, you can configure contact information for your company and for the tenants managed by you.

You can add multiple contacts and assign company contacts, depending on the user role. You can create contacts from users that exist in the Cyber Protect platform or add contact information of people who do not have access to the service.

We will send updates on new features and other important changes in the platform to the contacts in this list.

To configure contacts for your company

  1. In the management console, go to My Company > Company profile.
  2. In the Contacts section, click +.

  3. Select an option to create the contact.

    • Create from existing user
      • Select a user from the drop-down list.
      • Select a company contact.

        • Billing

          The use will get updates about important changes in usage reporting.

        • Technical

          The user will get updates about important technical changes.

        • Business

          The user will get updates about important business-related changes.

        You can assign more than one company contact to a user.

        • If you delete a contact that is associated with a user from the list of contacts in the Company profile, the user will not be deleted. The system will unassign all company contacts for the user, so they will no longer appear in the Company contacts column of the Users list.

        If you want to change the email address of the contact that is associated with the user, the system will request verification of the newly defined address. An email will be sent to this address, and the user will need to confirm the change.

    • Create a new contact
      • Provide the contact information.
        • First name—First name of the contact. This field is required.
        • Last name—Last name of the contact. This field is required.
        • Business email—Email address of the contact. This field is required.
        • Business phone—This field is optional.
        • Job title—This field is optional.
      • Select the Company contacts.

        • Billing

          The use will get updates about important changes in usage reporting.

        • Technical

          The user will get updates about important technical changes.

        • Business

          The user will get updates about important business-related changes.

        You can assign more than one company contact to a user.

  4. Click Add.

To configure contacts for a tenant

If you modify the contact information for a child tenant, your changes will be visible to the tenant.
  1. In Management Portal, go to Clients.
  2. Click the tenant, and click Configure.
  3. In the Contacts section, click +.

  4. Select an option to create the contact.

    • Create from existing user
      • Select a user from the drop-down list.
      • Select a company contact.

        • Billing

          The use will get updates about important changes in usage reporting.

        • Technical

          The user will get updates about important technical changes.

        • Business

          The user will get updates about important business-related changes.

        You can assign more than one company contact to a user.

        • If you delete a contact that is associated with a user from the list of contacts in the Company profile, the user will not be deleted. The system will unassign all company contacts for the user, so they will no longer appear in the Company contacts column of the Users list.

        If you want to change the email address of the contact that is associated with the user, the system will request verification of the newly defined address. An email will be sent to this address, and the user will need to confirm the change.

    • Create a new contact
      • Provide the contact information.
        • First name—First name of the contact. This field is required.
        • Last name—Last name of the contact. This field is required.
        • Business email—Email address of the contact. This field is required.
        • Business phone—This field is optional.
        • Job title—This field is optional.
      • Select the Company contacts.

        • Billing

          The use will get updates about important changes in usage reporting.

        • Technical

          The user will get updates about important technical changes.

        • Business

          The user will get updates about important business-related changes.

        You can assign more than one company contact to a user.

  5. Click Add.