Skip to main content

Update and edit your company information

Written by Bradley LaFave

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

  1. 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 Settings tab, indicated by the orange underline in the upper left corner.

  2. Click Company on the left, or scroll down to the section titled Company. Click the Edit button in the upper right corner of that section to make changes.
    โ€‹

    Screenshot_2023-02-15_at_15.36.44.png
  3. Here, 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 Save to apply the changes.

Add or edit office addresses

Step-by-step instructions

Viewing a list of your offices

  1. Open your user settings page by clicking the avatar with your initials in the top right corner of the screen.

  2. Click the Offices tab to go to a list of your company's office addresses in Siteline.
    โ€‹

    Screenshot_2023-02-15_at_15.42.13.png

Adding a new office to Siteline

  1. In the Offices tab, click the + Add new office button in the upper right hand corner.

  2. Fill in the information in the window that appears and then click Add office to save the information.

    Screenshot_2023-02-15_at_15.42.39.png
  3. Team members can now be added to specific offices from the Team tab.

Editing an office's name or address

  1. In the Offices tab, click the pencil icon next to the office you would like to edit.
    โ€‹

    Screenshot_2023-02-15_at_15.49.05.png
  2. Modify the information in the window that appears, then click Save to apply the changes.

    Screenshot_2023-02-15_at_15.50.23.png
Did this answer your question?