Profile & Business Details
The Profile & Business Details section in Squarebox allows users to manage their personal information, business details, and credentials effectively. This ensures seamless access, accurate business representation, and secure usage.
1. My Details
Manage your personal account information here.
Name: Your account holder's name.
Email Address: The registered email ID associated with your Squarebox account.
Role: Your user role (Admin, Support, Account User) within the organization.
Steps to Update My Details:
Go to Settings > My Details.
Update the required fields like Name or Email Address.
Click Save to store the changes.
2. Business Details
Update and manage essential business-related information to reflect your company’s identity accurately.
Name: Business or organization name.
Email Address: The primary business email.
Contact Number: Your business contact number.
Bio: A short description or bio for your organization.
Company Logo: Upload an image to represent your brand (supports PNG, JPG, SVG formats up to 800x400px).
GST Number: Include your Goods and Services Tax (GST) number for compliance.
Country & PIN Code: Business location details.
Address: Provide detailed business address, city, state, and postal code.
Steps to Update Business Details:
Go to Settings > Business Details.
Fill in or modify the relevant business information fields.
Upload your company logo (drag and drop or click to upload).
Click Save to confirm your changes.
Note: Adding accurate business details enhances credibility in communication with clients.
3. Password Management
Change or update your account password for enhanced security.
Current Password: Enter your existing password.
New Password: Provide a strong new password.
Confirm Password: Re-enter the new password to confirm.
Steps to Update Password:
Go to Settings > Password.
Enter your Current Password.
Provide a new password and confirm it.
Click Update Password to save changes.
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