Profile Details

To proceed with work in Synerise, you have to configure some data in the system. In this part, we will show you how to do it in a few simple steps.


Configure basic info

In this section, you can upload an avatar/logo, enter or edit the name of your company and the workplace subdomain. In addition, you can optionally choose your time zone. The incoming email address is created automatically.

Screenshot presenting basic info configuration in the business profile module in Synerise
Screenshot presenting basic info configuration in the business profile module in Synerise
  1. In order to configure basic info in the business profile section, go to Settings > Profile Details.
  2. Upload your company photo (most companies upload a logo) - it should be 300px by 300px in size and not larger than 5 MB.
  3. Fill in the Business profile/application name field.
  4. Fill in the Workplace subdomain field.
  5. The Incoming email field is filled in automatically.
  6. Choose your timezone from the drop-down list.

Configure the billings section

In the Billings tab, you can upload your company registration data. Please make sure you've entered correct and full information - this data will be used for invoicing.

Screenshot presenting the billings section configuration in the business profile module in Synerise
Screenshot presenting the billings section configuration in the business profile module in Synerise
  1. In order to configure the Billings section, go to Settings > Profile Details > Billings.
  2. Fill in the registration data, VAT number, phone number, email address and website URL fields.
  3. Submit the form by clicking Save.

Configure additional info

In the Additional Info tab, Synerise asks you to provide 3 pieces of information concerning your company: the type of industry, the number of employees and how long you've operated on the market. Use the drop-down lists to find suitable options.

Warning: Filling it out is not mandatory, but we kindly ask you to do it. Information gathered this way will help us to get to know our clients and their needs better. Be assured, however, that this will not be made public by an external entity in any way that could allow the identification a specific customer.
Screenshot presenting additional info configuration in the business profile module in Synerise
Screenshot presenting additional info configuration in the business profile module in Synerise
  1. In order to configure the Additional info section, go to Settings > Profile Details> Additional Info.
  2. Select the industry.
  3. Select the number of employees.
  4. Select how old your organization is.

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