As a new Martide user, one of the first things you will want to do is to create your Company Profile. Here's how to do that.
How to create your Company Profile
Log in to your Martide account. Click on where your profile picture will be in the top right corner and then on Settings in the drop down menu. Then click on Company Profile:
You will now see a page that looks like this:
Here you can:
- Upload your company logo (main avatar) and a background image (landscape avatar.).
- Enter your company’s name and website URL.
- Add a description about who you are, what you do and who you serve.
Scroll down the page and you will see this:
Here you can:
- Click on any of the + signs to expand that category and add your company’s: awards, address(es), documents and phone number(s). You can add as many of each as you like by clicking the + signs within those categories. For example, the address section looks like this:
Here you can:
- Select the address type from the drop down menu (primary, billing, tax etc).
- Enter your street, city and zip and select your country and state from the drop down menus.
- Delete an address by clicking the trash can icon in the top right corner.
- Add another address by clicking + Add Address in the bottom left corner.
Upload your documents and awards
The other categories work in the same way. For Awards and Documents you can upload copies of certificates etc. For example, the Documents section looks like this:
Here you can:
- Select the country of issue from the drop down menu.
- Select the document type from the drop down menu.
- Add the document number, start date and end date.
- Click or drag to upload files.
- Delete an entry by clicking the trash can icon.
- Click + Add Attachment to add another entry.
Add your shipping information
Once you’ve added that information, scroll further down the page and you will see:
Here you can:
- Enter shipping information including the relevant person’s name and address. Select the country and state from the drop down menus.
Decide how your users can log in
Underneath the shipping address you will see this:
This is an option for allowing your users to log in using Google or Office365. This makes it quicker, easier and more secure for when your employees log in.
If you want to allow users to login using either of those options (as opposed to signing in manually), slide the button across in the bar so it shows green and enter your domain (website):
When all your details are added click Save. You can go back and edit your details at any time.
To find out how to add your employees or coworkers as Users, take a look at this page.
For advice for manning agents about logging in and getting started on Martide, please take a look at this page.
We hope you’ve found this guide to the Company Profile for manning agents helpful and thank you for using Martide!