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.
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. |
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. If you need to make changes here, open a ticket with Customer Success because changes can affect your account funding, invoicing, and payout scheduling. |
Indirect Tax Number | The indirect tax number associated with your account. |
Organization Type | Select the title that best represents your organization and select Save. |
EIN/SSN/Foreign Tax Id | If you are US-based and your organization is registered in the US, enter your Employer Identification Number (EIN) or your Social Security Number (SSN). If you are US-based and your organization is registered outside of the US, enter your Foreign Tax ID. 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. |
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.
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". |
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. |