Business profile & settings

The settings page at /client/settings is your tenant profile and the home of your business-profile details. Owners and admins can edit; analysts and viewers see everything read-only.

Company info & address

Editable: company name, phone, email, website, and your address. Read-only: your client code, type, and industry. Keep contact details current — they drive who we reach for time-sensitive matters.

The business profile section

The details you completed during onboarding stay editable here, each in its own card: company verification (EIN, W-9), contacts & roles, remittance banking (only the last four digits of account numbers display after saving), servicing policies, communication channel permissions, placement & file-delivery logistics, creditor naming, and your terms-of-use acceptance.

Agreements

Your signed agreements live here too: download the executed PDF, and use Request amendment to open a message thread with your account team when terms need to change.

What is read-only

Your fee structure card shows the fee type and rate, always read-only. Fee and service-term changes go through a formal amendment with your account team — not self-service, which protects both sides from accidental changes to commercial terms.

Related

• Team access: /client/settings/users — see Managing your team's seats & roles
• Anything else: message your account team at /client/messages