Edit your business profile
Update what Bizconnekt knows about your company, then click Update. You can also set up one combined reporting group that brings several business units together.
Quick edit
- Open Organization › Business Group and click Edit Profile.
- Check the PAN Number. Pick the Revenue, Number of Employees, Year Of Incorporation, Sector and Subsector.
- Change the logo or add an attachment if you need to.
- Click Update.
Done. You return to the Business Group page and a message says Business Profile Updated!
Full guide
Identity
The Business Group Platform ID and Business Group Name are shown but locked. You cannot rename the group here. To change the name, contact support.
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Business Group Platform ID | Locked | Given to you at sign-up. |
| Business Group Name | Locked | The company name. |
| PAN Number | Yes | Five letters, four digits and a letter, for example ABCDE1234F. Typed letters turn capital. |
On a narrow window the labels are shortened to BG Platform ID and BG Name.
The PAN Number is your company's permanent account number.
The field is still called PAN Number and still expects the Indian format. If your company has no PAN, this screen cannot be saved until one is entered.
Company details
All optional.
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Revenue | No | A band: 0 - 1 cr, 1 - 10 cr, 10 - 100 cr or >100 cr. |
| Number of Employees | No | A band: 1 - 10, 10 - 20, 20 - 100 or >100. |
| Year Of Incorporation | No | A year from 2025 back to 1900. |
| Sector | No | Your industry. Changing it clears the Subsector. |
| Subsector | No | Appears once a Sector is picked. |
Logo and attachments
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Logo | No | A JPG, JPEG or PNG picture. Other files are refused with "Invalid file extension. Only JPG, JPEG, and PNG files are allowed." |
| Attachments | No | Up to 5 files: PDF, JPEG, PNG, JPG, DOC, DOCX or RTF. Choose a type: Company Pancard, Certificate of incorporation, MSME certificate or Others. Over 5 you see "Maximum number of attachments reached". |
Documents do not use this logo. Each business unit has its own logo, and that is the one printed on its documents. See Business Units.
Update or Cancel
Update saves and returns you to the profile with the message Business Profile Updated! Cancel goes back without saving. If a colleague saved before you, you see "Version does not match": reopen the page and edit again.
If the PAN Number is wrong, the box turns red and the page does not save. There is no message beside it, so check the format above.
Combined reporting group
A combined reporting group brings several business units together so the people you choose can see combined figures, such as on the dashboard. You can have one per company. On the edit page, below the profile, click Add Business Unit Group and fill in:
| Field | Required | What to enter |
|---|---|---|
| Business unit group name | Yes | "Enter Business Unit Group Name". |
| Business units | Yes, at least one | Tick the units to bring together. |
| Users | Yes, at least one | Tick the people who may use the combined view. They are given the L1-Admin role in it. |
Click Update. The checks run in order: "Please enter a business unit name.", then "Please select at least one business unit.", then "Please select at least one user for consolidation." On success: "Successfully created a new business unit!"
Once saved, the group cannot be renamed or removed. You can still change which units and users are in it. Removing a user who would be left with no unit at all is refused: "These users would be left with no business unit; assign them another unit first", followed by their names.
At the moment the group uses one of your plan's business unit places. Check BU Limit on the profile before you add it.
Video coming soon: Set up a combined reporting groupOn mobile
There is no Business Group screen on the phone, so you cannot edit the profile there. Open the admin portal in a web browser. The Android app is on Google Play. The iPhone app is coming soon to the App Store. Same on iPhone and Android.
Who can open it
Tenant administrators only.
Problems and fixes
I click Update and nothing happens
Look at the PAN Number. A red border means it is not five letters, four digits and a letter.
I cannot rename my company
The name is locked here. Contact support to change it.
I cannot add a second combined group
A company has one. Add or remove units and users in the one you have.