Company profile
Click Edit on the Company profile card to change these fields:
Click Save. If you have connected customers, the button reads Save and sync to your customers, and your changes are sent to them.
Once you publish an optional field, you can replace it but not clear it. Leaving it blank keeps what customers already see.
Vendor network visibility
The Vendor Network card sets your visibility. New vendor portals start private.
Click Make public or Make private to switch. The header of every portal page shows your current visibility.
What customers can see
Connected customers can see:- Your company name and location.
- The payment methods you share with them, with the last four digits only.
- The contacts you share with them.
- Your tax info, only when you approve a request.
- Your full bank account numbers.
- Your other customers.
- Your team and sign-in activity.
- The decisions you make on their requests.