Summary

In this tutorial you will learn how to set up your company information in BrightSide. This needs to be the first thing you do in order to get started using BrightSide.

  • Enter your company name, address, phone, and email address
  • Enter your Tax ID
  • Add your website address
  • Select your time zone
  • Upload your company logo

Setting Up Your Company

Setting up your company information in BrightSide is fairly straightforward. Be sure to include as much information as possible. Other areas of BrightSide will use the information you insert here.

Navigate to: Setup > Company

Company Setup in BrightSide

Click on Image for Enlarged View

The company information input here is used for outgoing emails and other purposes. Please complete as much of this as possible.

  • Name: enter the legal name for your company.
  • Address: enter the complete address for your company.
  • Phone: enter the phone number for your company.
  • Email: enter the email address for your company. This email address is used for the “reply” address when sending out emails. Be sure it is an address that someone in your office monitors regularly.
  • Website: enter the URL of your website beginning with https://
  • Tax ID: this is usually your federal employer identification number (FEIN) in the following format – 12-3456789.
  • Time Zone: enter the time zone where your office is located.
  • Logo: upload your company logo. Best size is 280 x 80 and format is either PNG, JPF, or GIF