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iComply Customer Documentation
  • iComplyKYC Platform Guide
  • Guides
    • General
      • Home Page
      • My Work
      • Update Personal Information
    • iComplyKYC
      • Entity Management
        • Natural Person KYC Profile
          • Entity Information
          • Identity Documents
          • Biometric Authentication
          • Supporting Documents
          • Risk Screening
          • Natural Person Request Client Update
        • Legal Entity KYC Profile
          • Legal Entity Information
          • Legal Entity Addresses
          • Legal Entity Affiliated Entities
          • Legal Entity Documents
          • Legal Entity Request Client Update
        • CSV Downloads & Uploads
        • Affiliations
        • Entity Management Tips
          • Obtaining Additional Information from Clients
        • Reports
          • What's Included in Reports
      • Case Management
        • Add Case - more details
        • Case Details
        • Managing an Open Case
        • Examining a match
          • More about Listings
        • Potential, Unknown, Rejected, and Accepted statuses
      • General Platform Functionality
        • Comments
    • Administration
      • Account
      • Settings
        • Emails
      • Automations
        • Auto Acceptance
        • Auto Assignment
        • Entity Profile
      • Compliance Settings
        • Risk Levels
        • Risk Scoring
        • Supporting Documents
        • Screening Profile
      • Files Management
        • Reports
        • CSV
      • User Management
        • Search and Filter -User Management
        • Invite User
      • Webhooks
      • Portal Management
        • Setting Up Natural Person Modules
        • Setting Up Legal Entity Modules
    • Portals
      • KYC Natural Person Portal
      • KYC Legal Entity Portal
      • Internal Service Portal
  • Troubleshooting
    • Login Issues
    • Manual Review Required Issue
    • Entities Not Running Risk Screening
    • CSV Upload Errors
    • Fallback to Selfie Issue
    • Portal-Based Tags
  • Use Cases
    • For Designers
      • Figma Integration
    • For Engineers
      • GitHub Integration
    • For Support
      • Intercom Integration
      • Page 1
  • Extras
    • Keyboard Shortcuts
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  2. Administration

Account

The account tab provides a summary of your Company Details and Company Settings

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Last updated 1 year ago

Company Details

Within the company details section, you can edit the address, primary contact, and billing contact information. If you make any modifications, please remember to save them before leaving the page.

Company Settings

In the company settings section, you can enable mandatory two-factor authentication for your users and upload a logo that can be utilized on your portals or downloaded reports. If you decide to make any changes, be sure to save them before leaving the page.

Please be aware that the logo will be visible on newly created portals and newly generated reports, but it won't affect existing ones.