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Upload Company Info

How to upload company info into RocketPlan

Alex Hogg avatar
Written by Alex Hogg
Updated over a week ago

Step 1: Accessing the Company Profile

  1. Once the company account has been created, a team member should update the company profile.

  2. Click the Profile button in the top right corner of the RocketPlan web portal.


Step 2: Updating Company Information

  1. Scroll down to the Company Account section.

  2. Update the following details as needed:

    • Company Address

    • Phone Number

    • Company Logo


Step 3: Uploading the Company Logo

  1. Click on the Upload Logo option.

  2. Select the JPEG file format for the company logo.

  3. Upload the file and ensure it appears correctly in the preview.


Step 4: Saving Changes

  1. Once all updates are complete, click Save to confirm the changes.

  2. The company logo and address will now appear as a header on:

    • Rocket Reports

    • Company Forms

How To Upload Company Info


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2. Click "D"

3. Click "Edit"

4. Click "Upload Logo..."

5. Click "Save Changes"


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