Update Business Info

Update Business Info

Keep your business details accurate and up-to-date to ensure smooth operations.

Things to Keep in Mind
  1. Only Workspace owners can update this information.
  2. These workspace details are visible to Managers, Support, and Members.
How to Update Your Business Info
  1. Go to Workspace Settings: Navigate to Settings > Workspace.
  2. Edit Basic Info: Under the Workspace tab, update your:
    1. Workspace name
    2. Nature of advisory
  3. Update Business Info: Under the Business tab, update the:
    1. Legal business name
    2. Tax details (Business PAN, GSTIN)
    3. Registered business address

Need More Help?
Contact our support team.
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