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Editing the Business Snapshot

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.


How to Edit the Business Snapshot

  1. Select the Business Snapshot icon in the top-right corner.

  2. 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.


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