Manage Your Company Information as a Partner

Published on: Mon, 27 Mar, 2023 at 3:42 AM | Updated on: Thu, 1 Feb, 2024 at 6:23 AM

You should fill in your Company Information because some of these details appear in your Marketplace listing.

Once filled in, your Company Information will offer brands details about your business, in addition to providing contact details for internal purposes.

Manage your company information

From the left navigation bar, select [Menu] → Settings.
On the left, under General, select Company Information.
Find the information you want to manage and select [Edit].
- There are 4 areas of information that you can fill in. See the references below for more information.
Make the changes you want to make.
Select Save.

Basic Information reference

Field	Description
Name	Enter your name into the field and select Save.
Website	From the [Drop-down menu], select https if your website is served securely or http if it is not. Enter your domain name and select Save.
Phone Number	From the [Drop-down menu], select the country that your phone number originates from, then enter your phone number. You can store up to 2 phone numbers on your account.
Timezone	The timezone that all dates and times in your account are set to. This cannot be changed.
Currency	View the currency that you selected in your impact.com application. This cannot be changed.

Tax Information reference

Field	Description
Are you registered for Indirect Tax (e.g., VAT, GST, HST)?	If you are operating your impact.com program in a country that levies an indirect tax you must specify the type of tax and country you're registered in. From the left navigation bar, select [Menu] → Settings. Under Finance, select Tax Information. Update the relevant information and select Save. Note Only applicable to non-US partners.
Indirect Tax Number	The indirect tax number associated with your account. Note Only applicable to non-US partners.
Organization Type	Select the title that best represents your organization and select Save.
EIN/SSN/Foreign Tax Id	Automatically extracted from your W9 tax form for U.S based partners. If you are US-based and your organization is registered outside of the US, enter your Foreign Tax ID. Note Only applicable to US partners. If you are not US-based, enter "n/a" and our financial team will reach out to you if more information is needed.
Additional Tax ID	If applicable, enter a second Tax ID.

Addresses reference

Field	Description
Corporate Address	Enter your business's mailing address.
Billing Address	Enter your business's billing address.

Contacts reference

Field	Description
Finance Contact	This person is your company's point of contact for financial matters. They handle finance-related concerns, such as payments or invoices.
Technical Contact	This person is your company's point of contact for technological concerns. They handle the technology implementation for your business.
Commercial Contact	This person is your company's point of contact for business dealings. They handle legal issues, contracts, and anything business-related.
Security Contact	This person is your company's point of contact for matters related to compliance and security policies. They handle security- and compliance-related issues for your business.

Your user profile holds information about your account, such as general settings and account details. You can find your company information under Account Details. Some of your company information appears in your Marketplace listing, to offer brands details about your business and to provide contact details for internal purposes.

View your company information

This is information that you provided when setting up your partner account. You cannot make edits to this information within the mobile app. If you left a field empty when creating your account, it will display "No results".

In the upper-left corner, select your profile icon.
- Make sure that you are in the correct account. For more information, see Manage Your Partner User Profile.
Select Account Details.
Use the navigation bar below your account name to toggle between information categories.
- See the references below for more information on each category.

General reference

Field	Description
Website	The URL of your website.
Phone Number	The number with which you can be reached during work hours.
Alternative Phone Number	A second phone number that you can be reached by should the primary number fail.
Minimum Contact Rating	The lowest rating that can be assigned to the partner's conversation — used for internal purposes.
Timezone	The timezone that all dates and times are set to in your account.
Currency	The currency that you selected in your impact.com application. This cannot be changed.
Registered for Indirect Tax	This will say Yes/No depending on what you selected during your impact.com application.
Organization Type	Your organization type as stated in your account creation. This can be 1 of 7 options: Non-profit/government, Corporation, Individual/Sole proprietor, Partnership, LLC/LLP/LLS, Trust, or Other.
EinSsnForeign Tax Id	Depending on what you input during your account creation, this will display your Employer Identification Number (EIN), Social Security Number (SSN), Foreign Tax ID, or "n/a".

Address reference

Field	Description
Corporate Address	Your business's mailing address.
Billing Address	Your business's billing address.

Contact reference

Field	Description
Financial Contact	This person is your company's point of contact for financial matters. They handle finance-related concerns, such as payments or invoices.
Technical Contact	This person is your company's point of contact for technological concerns. They handle the technology implementation for your business.
Commercial Contact	This person is your company's point of contact for business dealings. They handle legal issues, contracts, and anything business-related.

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