📌 Overview
The Business Snapshot, located in your Security Profile, provides an overview of your organization, including:
Industry and location
Number of employees
Social media links
Security information, such as certifications and auto-discovered compliance data
You can edit this information at any time to ensure it reflects the most up-to-date details about your organization. For a how-to video, please click here.
🔍 How to Edit the Business Snapshot
Navigate to My Company → Security Profile.
Select the Business Snapshot icon in the top-right corner.
Click Edit in the top-right of the Business Snapshot panel.
💡 Tip
Once a field is edited, it will no longer update automatically.
To revert to automatic updates, click Reset after making edits.
❗ Important
An “Override Data” confirmation alert will appear when switching from automatic to manual updates. Click Continue to proceed.
✏️ Editing Fields
Each field in the Business Snapshot can be edited individually.
Make updates directly within the editable fields.
💾 Saving and Reverting Changes
Click Save Changes to apply your updates.
To revert to the original automatically populated data, click Restore.
💡 Tip
Use Restore at any time to return the snapshot to automatically updated values without manual input.
📌 Summary
Editing the Business Snapshot helps keep your organization’s profile accurate and current. Manual edits disable automatic updates, but you can restore the original data whenever needed.