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From your CONNECT Portal, go to the settings menu (gear icon) on the lower left.

Click on Account Settings under Organisation.

On the Account Settings page, click on Edit Details. ​

Once you're done, click Update on the bottom right of the page.

1. From your CONNECT Portal, go to the settings menu (gear icon) on the lower left.
 
 
2. Click on Account Settings under Organisation.
 
 
3. On the Account Settings page, click on Edit Details. ​
 
 
4. Once you're done, click Update on the bottom right of the page.

For fixing errors or updating your details.

How To: Edit Your Company Details

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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How To: Sign Up for XBert

How To: Get Started With XBert

How To: Complete Your Company Details

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