To update your organization profile, click the profile icon at the top right of Vocaliv, select Workspace, and then update your Workspace Name, Description, Industry, Department, and three main goals. Your organization profile will reflect these changes immediately.
Overview
Updating your organization profile keeps your workspace details current and ensures your priorities with Vocaliv are accurately reflected. This workflow is useful when your organization name, description, industry focus, department, or goals change. After completing these steps, your organization profile will display the updated information across your workspace.
What you’ll need
Before you begin, have the following information ready:
- Your desired Workspace Name
- A description of your organization
- Your organization’s Industry
- Your organization’s Department
- Three main goals you want to achieve with Vocaliv
What Vocaliv does
Vocaliv updates and stores your organization profile information in your workspace. When you save your updates to Organization Information and Organization Details, and select your three main goals, Vocaliv preserves these selections and displays them in your workspace settings.
What you’ll get
After completing this workflow, you will have an updated organization profile that includes your current Workspace Name, Description, Industry, Department, and selected goals. This profile becomes the reference point for your organization within Vocaliv.
How to do it
Step 1: Click the profile icon at the top right
Located in the top right corner of Vocaliv, the profile icon opens your account options menu. This menu gives you access to your workspace settings where you can update your organization profile.
Step 2: Open Workspace
From the account options menu, select Workspace. This takes you to your organization profile page where you can review and edit all organization details.
Step 3: Update your Workspace Name and Description
In the Organization Information section, enter your Workspace Name and a Description that represents your organization. The Workspace Name identifies your organization within Vocaliv, while the Description provides context about what your organization does.
Step 4: Select your Industry and Department
In the Organization Details section, choose the Industry and Department that match your organization. These selections help categorize your organization and keep your profile accurate.
Step 5: Choose your three main goals with Vocaliv
Select the three goals that best reflect what you want to accomplish using Vocaliv. These goals represent your primary priorities and help guide how your organization uses the platform.
Step 6: Review your changes
Before you finish, confirm that your Workspace Name, Description, Industry, Department, and three selected goals are all correct. Once you verify everything is accurate, your changes are saved.
What gets created, saved, or changed
The following information is updated in your organization profile:
- Workspace Name
- Description
- Industry
- Department
- Three main goals with Vocaliv
What happens next
Your organization profile now reflects all the updated information and selected goals in your workspace. You can return to Workspace at any time to review or modify these details by following the same steps again.