How To: Update Organizational Information

    Once you have logged into Causeview and you are viewing the “Home” tab of Causeview, you will have to navigate to the “Setup” menu. To do so, find your username in the top right of the screen with a downward pointing arrow next to it, and click to open a drop-down menu. Within the drop-down menu, click on “Setup”.

    The administrative Setup page for Causeview will open. On the left side of the screen is a list of links which act as a menu for the many setup pages which allow you to configure and manage your instance. Find and click on the “Company Profile” drop-down section of the list, and click on “Company Profile”.

    Clicking on Company Information will open Organization Detail page in the center of your screen which you can edit by clicking the “Edit” button.

    How To: Update Organizational Information
    Getting Started