How to Update Organization Details

Modified on Thu, 22 Jun, 2023 at 11:21 AM

After creating your CoFi account, your organization details are visible to any user associated with your project. It is important to ensure that all information, including contact information, is accurate and up to date. 


This information includes: Organization Name, Mailing Address, Phone Number, Email, and Tax ID. 


Important: If you do not represent a company, please do not list your SSN in the Tax ID section.



How to Update Organization Details


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