Updating the My Organisation Profile Page

To update your organisation profile:

  1. Navigate to the My Organisation Profile Page

    The My Organisation Profile displays and you are prompted to complete two-factor authentication (2FA).

  2. Complete 2FA to verify your identity.
  3. Update the profile details you need to change. Before saving, ensure you complete all required fields. If you attempt to save the profile without entering required details, the profile will not update and you will see red text below the empty fields.
  4. Set the Default Translation to English-Australia.
  5. Optional. Select Manage Values to add a diversity status.

    For more information, see topic Adding a Diversity Status.

  6. Either scroll further down the page or select the Baking 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.

    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.

    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. Click Save Changes.

    A Success message displays, confirming you saved the organisation profile.

  10. Optional. Select the My Organisation Settings link to go to a page to edit your organisation settings.

    For more information, see My Organisation Settings.

  11. Optional. Select the My Integration Settings link to update or view TPM integration settings.

    For more information, see Working with the Setting Tab.