Managing your Business Details

Setup your business information including key contacts and document header.

Desktop Only

  1. In the side menu, select Business > Business Details and select the Primary
  2. Enter the required key primary business details.
  3. Click Save Business Details.
  4. Scroll down to Business Contacts and enter your key contacts.
    Note - If additional contact fields are required click add a contact field.
  5. Click Save Business Contacts.

Note - Address, email and ABN details added in this section will be displayed on the header for policies, inductions and reports. This email will also be the primary email for receiving Safe Ag System invoices and payment receipts.

What's Next?

Adding a company logo