Your profile
The profile card shows your name, email, and the site you are signed in to. Below it, a stats strip summarizes your recent activity:Settings
Open Settings (the gear icon) to set the defaults used when your documents are submitted to the workspace.1
Choose your company
Select your company from the list.
2
Choose your warehouse
Select a warehouse. Only warehouses for the chosen company appear.
3
Save
Save your changes. If you leave without saving, the app asks you to confirm.
These defaults affect how documents are submitted to your workspace. If your submissions are filed against the wrong company or warehouse, check these settings first.