3 Min read
Last update
August 28, 2024

How to set up your company profile

Welcome to your guide to setting up your company profile on the Flightdeck platform.  

Establishing your company branding and communication details is crucial, not only for maintaining a professional appearance, but also for fostering trust and engagement.  

A well-defined company profile ensures that when clients interact with your products, they see a cohesive brand identity. Additionally, providing your communication details provides your clients with the essential information on how to reach you, enhancing overall interactions and support.  

Follow this guide to seamlessly integrate your brand’s essence and contact information into Flightdeck, setting the stage for successful client relationships.

Setting up your branding

Dashboard overview:  

Once you’ve signed into the Flightdeck platform, you will be directed to your dashboard. From here, you will need to find to the company drop down menu (which will appear as your company name) in the left-hand-side navigation.

Selecting the company menu should reveal a drop-down menu. From here, select ‘Company Profile’; your screen should then update to show the company profile page. Here, you'll find several options that will allow you to customise your company profile.

For now, concentrate on the 'Branding and Communication Details' section.

Complete your branding

To ensure your company's branding is consistent and recognisable in throughout your communications, follow these steps to customise the visual elements of your profile:

Access branding settings:

First, navigate to the ‘Branding’ section of company profile page, as shown in the screenshot provided above.

Then, select the edit option in the right-hand corner to reveal a side panel as seen below.

Here, you can upload your logo and change your profile’s main colour.

Upload your logo:

To upload your company logo, click the 'Upload' button to select and upload your company logo from your device.  

Tip: Ensure that the logo or image you choose aligns with your brand's visual identity.

Set main colour:

To set your profile’s main colour, find the hex value box (#1cb59b as shown above) to change the main colour. This colour will be used for headers, buttons, and other interface elements to match your company's theme.

Preview your changes:

As you make changes, you can see a preview of how the branding appears on a mobile screen right next to the settings. This helps ensure your branding looks good on different devices.

Save Changes:

Once you are satisfied with the branding, click 'Save changes' to apply them across your Flightdeck profile.

By customising these elements, you create a cohesive and branded experience that enhances your company's credibility and visibility to clients.

Add your communication details

To ensure your company's contact information is accurate and accessible, follow these steps to enter your communication details in Flightdeck:

Access your communication settings:

On your 'Company profile' page, locate the 'Communication details' section as shown in the above screenshot.

Enter your company email address:

Click on the field labelled 'Servicing email address' and type in the primary email address that customers should use if they’re looking to contact your company.

Input servicing phone number:

In the 'Servicing phone number' field, you can also provide the phone number that customers should use to reach your service team.

Provide account email address:

The 'Account email address' should be filled with the email used for account-related communications, distinct from general inquiries or service requests.

Save your changes:

Once all fields are accurately filled out, click the 'Save changes' button to update your communication details in the system.

By completing these steps, you ensure that both potential and existing customers have the correct contact information, enhancing their ability to reach out to your company efficiently.

Company details

You can also modify further details in the ‘Company details’ section by clicking the ‘Edit’ option in the top right-hand corner.  

The information you can modify includes:

  • Your company name
  • Your company address
  • Number of employees
  • Website URL
  • Industry type
  • Business activity
  • Estimated annual GWP (Gross Written Premium)
  • Company type
  • Source of contact:
  • Company description
Primary Company Contact

You can also assign a primary contact for your company.  

To do so, select the dropdown menu under the ‘Primary contact’ subheading and choose a team member to become the primary contact. You can also specify the primary contact’s job title and their email.

Save your changes:

Once all fields are accurately filled out, click the 'Save changes' button to update your communication details in the system.

This process allows you to keep your company's profile up-to-date and relevant, reflecting any changes in structure, focus, or contact information.

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