The Organization profile is divided into three sections:
- Page list (left hand navigation)
- Actions (below the page list-left hand navigation)
- Information View (rest of the screen)
Navigation: Here are a few tips on how to navigate the site:
- Go to a page: To go to a specIfic page, click the name of the page from the page list.
- Page navigation: The Next and Previous buttons are at the top and bottom of the page. Click on these to automatically save and navigate between pages. The Next and Previous buttons take you to the page in the order they are listed in the page list on the left hand navigation.
- Save: To save the contents of the page, scroll to the bottom and click Save.
- Cancel: The Cancel button at the bottom of the page allows you to clear all changes you make to the page and takes you to the Organization Summary page.
Page List: Each page has a designated name based on the type of information. When all the required information is complete for a page, you will see a green check mark in front of the page name. If all required information is not filled-in for a page, then you will see a red cross-mark to denote that more information is required. Click on the page name to directly go to the page and make the updates.
Actions: The following actions available:
- Change D&B number (Search)
- Reject Invitation
- Save & Resume Later
- Accept Invitation - This action appears ONLY AFTER you go through all pages and complete the required information.
Error Messages: Error messages will be presented in red at the top of the page when:
- No information is provided for the required fields
- Incomplete information is provided
- Invalid information is provided
Review the information and follow the directions to successfully save the page.
IMPORTANT! All fields marked with red asterisk are required. You will receive an error message if a field marked with a red asterisk is left empty. Each page has page-specific information at the top of the page. Please read the instructions carefully before completing the form.