Updating the My Organization Profile Page

To update your organization profile:

Navigate to the My Organization Profile Page
The My Organization Profile automatically displays as a part of your Account Setup Process.

To edit your primary organization at a later time:
1. From under your organization name at the top of any page, select Organization Profiles.
  The Organization Profiles page displays.
2. From the Organization List on the left side of the page, select your primary organization.
3. Click Edit.
The My Organization Profile displays and you are prompted to complete two-factor authentication (2FA).
Complete 2FA to verify your identity.
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.
Optional. Click Manage Values to add a Diversity, Equity, and Inclusion (DEI).
For more information, see Updating Your Organization's Supplier Tracking Values as a General Contractor.
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.
Either scroll further down the page or select the Baking Information tab.
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.
In the Bank Information section, complete all required fields.
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.
Choose how to pay TPM usage fees. As an option, you can choose to add a credit card.
For more information, see Adding a Credit Card to Pay System Fees.
Click Save Changes.
A Success message displays, confirming you saved the organization profile.
Optional. Select the My Organization Settings link to go to a page to edit your organization settings.
See the Organization Settings for General Contractors topic.
Optional. Select the My Integration Settings link to update or view TPM integration settings. For more information, see the Working with Settings Tab topic.

Next: Protecting Your Bank Account Data on Oracle Textura Payment Management