Updating My Organization Profile Page

To update your organization profile:

  1. Navigate to the My Organization 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. Optional. Select Manage Values to add a Diversity, Equity, and Inclusion (DEI). For more information, see the Updating Your Organization's Supplier Tracking Values as a General Contractor topic.
  5. From the Ethnicity drop-down menu, select your organization's ethnicity. You can choose from the pre-defined list, options include I choose not to answer and None.
  6. Select the Baking Information tab.
  7. In the Tax ID field, enter your Federal Employer Identification (FEIN), a nine-digit number formatted with a dash.

    Note: If you are a Canadian organization and your bank country is in Canada, you must select the Edit Provincial Tax IDs link. In the dialog box that displays, either enter a tax ID in the available fields, or enter n/a if a tax ID is not applicable.

  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 organization 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.

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

  9. Choose how to pay TPM usage fees. As an option, you can choose to add a credit card. For more information, see the Adding a Credit Card to Pay System Fees topic.
  10. Select the Save Changes button.

    A Status page confirms the organization profile has been saved.

  11. Optional. Select the My Organization Settings link to go to a page to edit your organization settings. For more information, see the My Organization Settings for General Contractors topic.
  12. Optional. Select the My Integration Settings link to update or view TPM integration settings. For more information, see the Working with Settings Tab topic.

Tip:

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