Company information areas
Managed Companies → Select company → Company Details
- Representatives — users and access levels associated with the company.
- Legal info — registration, legal-entity information, and the company address.
Plan & Billing is a separate sidebar item, not a tab inside Company Details; open it directly for subscription information when available to your role.
Make a change
- Open the relevant Company Details section.
- Choose Edit, change only the required fields, and review the information.
- Save and confirm the updated value on the company page.
A request to delete a company is reviewed separately. It must not be used to correct cap-table transactions or issuances.
Choose the correct place for each correction
Company Details is for entity, address, legal, and representative information; Plan & Billing is a separate area for subscription information. Correct a stakeholder identity, contract term, transaction, report, or issued position through its own controlled workflow so the relevant history and permissions remain intact.
Verify important changes
After saving legal or registration information, reopen the section and compare it with the approved source. If the company is verified, changing identity information may require a new review. Confirm representative access separately after editing representative details.