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Keeping company and location details up to date

For
  • Partner
  • Head office
Works in the browser and in the appUpdated

Every location has a partner file. You keep part of the details up to date as the partner, and head office looks after the rest.

Update your details

  1. Open “Menu” → “Team” → “Staff” and, at the very bottom under “Company and location data”, tap your location.

  2. Under “Company”, add the “Company name”, “Legal form”, “Commercial register”, “Tax number”, “VAT ID” and “Territory”.

  3. Under “Bank details”, enter the IBAN, BIC and “Bank”, and under “Contact person” the “Name”, “Phone” and “Email”.

  4. Tap “Save”.

What head office manages

You can view the contract details and fees, but not change them. There you see “Contract and fees are maintained by head office.” The name, address, state, cost centre, owner and status of the location are also changed only by head office. If something is wrong, let them know, for example with a ticket.

In the partner file, you also see your team with the status of their confidentiality agreement (“NDA ✓”, “NDA expired”, “NDA missing”) and the location's documents.

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Didn't find what you need?

Inside Symiko, “Help” is always there – in the browser the question mark at the top, in the app under “Menu”: there you'll find the handbook, your support contact and the “Create ticket” button. Questions about your own processes are best answered by your head office. For questions about Symiko itself, write to us at hello@symiko.de.