Setting Your Profile in Galvix
Welcome to Galvix! We're so glad to have you here. Before we get to the goal of helping you simplify your sales tax compliance, we'll need you to take these few steps to set up your account for us. This guide will walk you through the initial steps, so you'll be ready to go in just a few minutes. Let's start!
In this guide, we cover:
Setting Up Your Profile
- When you log in, you'll need to set your personal information, also known as profile information, by navigating to Settings > My Profile and clicking on Edit Profile.
- When you click on Edit Profile, a new window will prompt you to fill in your details (Full name, Email, and Phone number). After filling in the details, make sure to click Save.
Updating Your Profile
Okay, now if you ever want to make any changes to the information in your profile.
- From the same Settings > My Profile page, click the Edit Profile button at the top right again, and you can change the information as needed.
- Once you've made your changes, click Save to update your details.
Changing Your Password
This is where you can update your password for added security.
- From the My Profile page, click the Change Password button at the top right.
- A new window will prompt you to enter following details
- Enter your current password
- Enter a new password
- Re-enter the new password to confirm
- Click Save to finalise the change.
You can make these changes whenever needed. Make sure to save your password so you don't forget!
What's Next:
- Add your business information - So we have the basic details.
- Add where you have a physical presence - This ensures we track your tax obligations accurately.
That’s it for now- small steps, big progress!