If you have the correct permissions set up for your Siteline user account, you'll be able to update your company's name, the date on which your monthly start billing reminders will be sent, and whether you would like the digital signature audit page to be added to your PDF pay apps by default.
You can also edit, add, or remove office address information by following the instructions in Add or edit office addresses section below.
Updating company name, reminder dates, and digital signature audit preferences
Step-by-step instructions
Open your user settings page by clicking the avatar with your initials in the top right corner of the screen. Check that you are in the
Settingstab, indicated by the orange underline in the upper left corner.Click
Companyon the left, or scroll down to the section titledCompany. Click theEditbutton in the upper right corner of that section to make changes.
โHere, you can edit your company name, when your company gets reminders to start billing, and whether you would like the digital signature audit page to appear in your PDF pay app packages. Once your changes are completed, click
Saveto apply the changes.
Add or edit office addresses
Step-by-step instructions
Viewing a list of your offices
Open your user settings page by clicking the avatar with your initials in the top right corner of the screen.
Click the
Officestab to go to a list of your company's office addresses in Siteline.
โ
Adding a new office to Siteline
In the
Officestab, click the+ Add new officebutton in the upper right hand corner.Fill in the information in the window that appears and then click
Add officeto save the information.Team members can now be added to specific offices from the
Teamtab.
