Updating your organisation details

Customer Care ·

View and update your organisation's details, and use the audit log to see a history of changes.

Before you begin

You must have a Dealer Administrator role to edit organisation details. A Dealer User can view organisation details but cannot make changes.

Open your organisation settings

  1. Log in to your Admin portal and go to the Dashboard.
  2. In the Organisation details card, click the edit icon in the top-right corner of the card.
Dashboard with the Organisation details card and its edit icon highlighted
The Dashboard. Click the edit icon on the Organisation details card to open settings.

Your settings open on the Details tab. Three tabs are available: Details, Policies, and Audit.

Update the Details tab

The Details tab is where you update the core information about your organisation. It is divided into three sections.

Details tab showing the general details, contact information, and address sections
The Details tab showing the general details, contact information, and address sections.

Details

Field What it means
Is Active Tick to keep the organisation active. Unticking it deactivates the organisation.
Trading Name The name your organisation trades under.
Introducer The introducer associated with this organisation.
Organisation Type The type of organisation, for example Retailer Group.
Company Registration Number Your registered company number.
FCA Number Your Financial Conduct Authority reference number.
VAT Number Your VAT registration number.

Contact information

Field What it means
Email Address The main contact email for the organisation.
Phone Number The main contact telephone number.
Fax Number Fax number, if applicable.
Website Your organisation's main website URL.
Offers Website A separate URL for an offers or promotions page, if applicable.

Address

The Address section holds your organisation's registered or trading address, including house name, street, city, county, country, postcode, and optional latitude and longitude coordinates.

Save your changes

  1. Make your changes across any of the three sections.
  2. Click Update organisation at the bottom-right of the page.
  3. In the Reason for change panel that appears, enter a brief description of why you are making the change.
  4. Click Save. A confirmation message appears at the top of the page once the update has been applied.

Review changes in the Audit tab

The Audit tab provides a log of all changes made to your organisation's details. Each entry shows:

Column What it shows
Applied At The date and time the change was saved.
Reason The reason entered at the time of saving.
Username The username of the person who made the change.
Name The full name of the person who made the change.
Audit tab showing log entries with date, reason, username, and name columns
The Audit tab, which logs all changes made to your organisation's details.

Screenshots show example data. Your portal will look the same with your own organisation's details and settings.