How do I Edit an Organisation Profile?

Bring your Organisations to life with company logos, Contacts and Documents

Read here for For How to create an Organisation, the basics.

CONTENTS:

  1. How to add a Company Logo to the Organisation
  2. Details
  3. Social
  4. Parent Organisation
  5. Activity
  6. Contacts
  7. Campaigns
  8. Documents

For fine-tuning the Organisation details, use the Search function to find the Organisation you want to edit.

Select the Organisation, and the profile page for the company will appear.

Click on the Edit button and open the Edit organisation pop up.

  1. How to add a Company Logo to the Organisation


There are three tabs for editing the Organisation.

  1. Details

Here all contact and tagging details can be recorded. Once information is entered, click the + button next to each line to save.

4.2.4

  1. Social

Relevant social media information can be stored in the Social tab for quick links to Organisation online profiles.

  1. Parent Organisation

The Parent organisation tab enables organisations to be linked, for example, where there may be multiple subsidiaries under one parent organisation.

4.2.6

In addition to the details within the Organisation profile panel, there are 4 tabs to the top right which show details for the Organisation:

  1. Activity

Activity: Shows a summary of all Activity with the Organisation in chronological order

  1. Contacts

Contacts: Any Contacts in your Contacts library who have the Organisation listed within their Experience will show here. Key Contacts for the Organisation can be pinned using the pin tool

  1. Campaigns

Campaigns: Any Campaigns which you have worked on for the Organisation will be shown here, with a summary of the Campaign activity and thumbnails of the Candidates

  1. Documents

Documents: Shows any saved Documents relating to the Organisation. These can be downloaded directly from Hireinsight.io as required





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