Editing a company profile

Keep the details that Acronis holds about your company and your clients accurate, so that billing, communication, and legal records use the right names and address.

A company profile holds the legal company name and the business company name, the tax ID or VAT number, the total number of employees, the company website, the industry, the legal address, and the primary contact. It also holds the billing address and the primary billing contact, when they differ from the legal address and the primary contact. The same page lists the company contacts. See Managing company contacts.

Viewing a company profile

To view a company profile

Your company

  1. In Cyber Console, go to My company > Company Profile.

    The profile of your company opens in read mode.

  2. Review the Company information and Company contacts sections.

A client

  1. In Cyber Console, go to Clients.

  2. Click the tenant name.

    The client details open on the Profile page, in read mode.

  3. Review the Company information and Company contacts sections.

Changing the company details

To edit a company profile

Your company

  1. In Cyber Console, go to My company > Company Profile.

  2. In the Company information section, click Edit.

    The section opens in edit mode.

    If Edit is unavailable, your role does not allow you to change the company profile.

  3. Change the details that you need.

    A required field is marked with an asterisk (*) and cannot be empty. Tax ID or VAT number accepts only digits. Zip or postal code accepts letters, digits, spaces, and hyphens, up to 12 characters. If a value is not valid, an error message appears under the field while you enter the value.

  4. To enter a billing address and a primary billing contact that differ from the legal address and the primary contact, under Billing address, clear the Same as company legal information checkbox, and then enter the billing details.

    The checkbox is selected when the billing details match the legal details. When you clear it, the billing Country, State (when the country has states), and the First name, Last name, and Business email of the primary billing contact become required.

  5. To discard all changes, click Cancel instead of Save.

    The section returns to read mode, and no value changes.

  6. To keep the changes, click Save.

The Company information section returns to read mode and shows the new values.

A client

  1. In Cyber Console, go to Clients.

  2. Click the tenant name.

    The client details open on the Profile page.

  3. In the Company information section, click Edit.

    The section opens in edit mode.

    If Edit is unavailable, your role does not allow you to change the company profile, or the client has the Self-service management mode and manages its own profile.

  4. Change the details that you need.

    A required field is marked with an asterisk (*) and cannot be empty. Tax ID or VAT number accepts only digits. Zip or postal code accepts letters, digits, spaces, and hyphens, up to 12 characters. If a value is not valid, an error message appears under the field while you enter the value.

  5. To enter a billing address and a primary billing contact that differ from the legal address and the primary contact, under Billing address, clear the Same as company legal information checkbox, and then enter the billing details.

    The checkbox is selected when the billing details match the legal details. When you clear it, the billing Country, State (when the country has states), and the First name, Last name, and Business email of the primary billing contact become required.

  6. To discard all changes, click Cancel instead of Save.

    The section returns to read mode, and no value changes.

  7. To keep the changes, click Save.

The Company information section returns to read mode and shows the new values.