Setting up your company profile

Setting up your company profile

Intro

Once you have registered for an account (including a trial account) you must complete your company profile. You will be prompted to do this automatically the first time you login to Arken Professional.

This is takes a short amount of time and once you enter this information here it will be reflected in relevant places throughout the system. 

Getting to your profile

From the Dashboard, click Settings on the left, then Company Profile. Please note, you will need to be an Admin or Primary user to access these settings


Entering your profile information

1. Enter your business or practice name in the space provided. Note that you can change this or any of the other details in this section at a later date if needed.

2. Ener your company's address details.     

3. Enter your company's primary contact information (email address and telephone number).

4. Enter you business profile information. The type of business that you select will affect some of the options that appear within the Will questionnaire.

5. If you require all your users to use MFA authentication then please change the option to 'Yes'.


Important questions

If you consistently use other companies as potential Executors, Trustees and/or Solicitors then you can enter their details in the 'Potential Practice Appointment' and/or 'Potential Trust Company Appointment' sections.

If you select 'yes' to any of these questions you will need to complete the following information for each section. Please note, you will only see this information if you select 'yes'.


Finishing

Once you have completed all the required information click 'Save' to update your company profile.

Once you complete the company profile you will be taken to the Dashboard.


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