Updating My Organisation Profile Page

To update your organisation profile:

  1. Navigate to the My Organisation Profile Page

    Note: You will be required to use your verification phone number for Two-Factor Authentication (2FA) to make bank account changes.

  2. Select the General Information tab.
  3. Complete all required fields. Required fields are marked with a red asterisk.
  4. Set the Default Translation to English-Australia.
  5. (Optional) Select Manage Classifications to add a diversity status. For more information, see topic Adding a Diversity Status.
  6. Select the Banking Information tab.
  7. In the Tax ID field, enter your ABN, an 11-digit number including spaces (e.g. 12 345 678 910).
  8. In the Bank Information section, complete all required fields. Required fields are marked with a red asterisk. Fields required for payment are marked with blue asterisks.
    • Only Enterprise Administrators in your organisation can see or change your bank account information. Once entered, only the last four digits of the bank account number will display on this page.
    • Usage fees in Australia are not currently deducted from accounts linked to TPM.
    • The Add Credit Card link is used to add a credit card to pay fees. Australian users do not need to use this page.

      Note:  If you use an accounting interface with the application, the Starting Cheque must be set up to coordinate with your accounting package. Contact your Textura implementation team if you need help with accounting interface integrations.

  9. Select the Save Changes button.

    A Status page confirms the organisation profile has been saved.

  10. (Optional) Select the My Organisation Settings link to go to a page to edit your organisation settings. For more information, see topic My Organisation Settings.
  11. (Optional) Select the My Integration Settings link to update or view TPM integration settings. For more information, see topic Working with the Setting Tab.

Tip:

Use the search box at the top of the page to find a specific setting.