Update a company's details yourself via MyCodaBox: for example, company code, address, email, enterprise name, representative, etc. 


Do you manage multiple companies? Know that there is a difference between the way you modify your own company's details (the company that entered into the contract with CodaBox and does the management in MyCodaBox) and the way you can manage other companies' details. Click the instructions below.


Depending on which details are modified, a warning message may appear:

➟ Read this to understand the possible impact following the modification of this field (more info below in Troubleshooting). Some changes will impact your mandates, if they haven't been signed yet.


How to change your own company's details in MyCodaBox
  1. In MyCodaBox, click Companies > Company list > Search.
    (Can't find the company? Click here if you manage multiple companies.)
  2. Click the Company code to see the details.
  3. On the page 'Company info', click Edit company info to modify the details.
    Access and adapt company details in MyCodaBox
  4. Confirm the changes by clicking Save Changes.


★ The page 'Company info' allows you to only change the following details for your own company:
  • Company code
  • Email
  • Language
  • Exact Online Digital Mailbox
At the top of the page you will see a notification indicating that you can update the other details through Administration - Organization info (for example the invoicing address, enterprise name, representative and address.
Edit your details in Company info and in Organization info
  1. In the menu bar at the top, click Administration* > Organization info. 
  2. On the page 'Organization Info', click Edit organization info.
  3. Change the details as needed and click Save Changes. 
*This menu is only visible to Admin users.


How to change another company's details via MyCodaBox
  1. In MyCodaBox, click Companies > Company list > Search.
    (Can't find the company? Click here.)
  2. Click the Company code to see the details.
  3. On the page 'Company info', click Edit company info to modify the details.
    Access and adapt company details in MyCodaBox
  4. Confirm the changes by clicking Save Changes.


Which fields can be adapted?

All fields are editable, except the enterprise number. You can contact helpdesk@codabox.com for this.

★
Exception: if the 'Enterprise number' field is empty, you can fill it in. In that case, the enterprise name cannot be changed. 



Troubleshooting


Why can't I modify the field Enterprise name?

This field is not modifiable if the Enterprise number has not yet been entered.


A message is displayed when I change the field 'Company code', why?

This message is informative and does not prevent the modification of the Company code but draws your attention to the fact that this modification has consequences at the level of the folder in which the files for this company will be delivered.


In which cases does changing a company's details impact the mandates?
After modifying a company's details, our system checks whether this affects the mandates. 

Mandates that have not yet been signed, must be submitted again to the representative of the company, with the new details.


If this company still has mandates in an unsigned status, a pop-up will be shown with the possible actions to get the mandates signed.


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