Creating a business record

A business record represents a sponsor's company, separate from the individual person who logs in. It holds the address, phone, website, logo, and description, and serves as the parent for one or more representatives. Use it whenever a company has multiple staff who need access.

• Have the business name, address, phone, website, and logo ready.

• Draft a short description if you plan to display the business publicly.

• Open Sales > Members > Businesses.

1. Click New business.

2. Enter the business name (required).

3. Add address, phone, and website.

4. Upload the logo — square or horizontal works best.

5. Add a short description for marketing display.

6. Click Save. The business record is created and ready to link representatives to.

• Use the legal business name to keep accounting records clean.

• Keep descriptions short — under 200 characters reads well in cards.

• Update the logo when sponsors rebrand to keep marketing materials current.

• Link all sponsor staff to the business so the company has one canonical record.

Can a business have no representatives?
Yes, but you'll need at least one to make purchases on its behalf.

Can two businesses share a representative?
Yes. A single member can be a representative for multiple businesses.

• Adding business representatives

• Setting a primary representative