Company Profile

NOTE: Only Admin users have permission to add or update contacts.

The Company Profile page displays your account number and provides editable fields to manage your company information.

From here you can edit the following information:

  • Company name
  • Logo
  • Website
  • Company type
  • Company display name
  • Company description
  • Searchability


The Make Company Searchable option controls whether you appear in the search results when creating a third party connection.



If you disable searchability, other customers can still find you using the Search By CRID action:


However, they must first know your CRID. This is an anonymous identifier that you can selectively share with anyone with whom you wish to connect.

To find your CRID, use the customer API call: