Company Profile: set up your organisation
The Company Profile module is your central admin console for your organisation's identity, offices, org structure, custom employee fields, announcements, policies and e-signatures, admin-role governance, statutory details and your subscription plan. It is where you keep the single source of truth about how your company is set up in Kredily.
What the module is
Titled Company Profile 2.0, the module gathers everything about your organisation in one place. The header shows your logo tile, company name and social icons (LinkedIn/Facebook/X), alongside a โถ Getting Started chip. From here you manage your company details, offices, departments and designations, custom fields, announcements, policies, admin roles and statutory records.
The 10 admin tabs
As an Admin you see all ten sub-tabs, in this order:
- Overview โ company details, profile completeness and social profile.
- Address โ office addresses, with add and import.
- Employee Custom Fields โ custom fields for employee records.
- Department โ departments, sub-departments and headcount.
- Designation โ designations and grades.
- Announcements โ post and manage company announcements.
- Policies โ company policies and eSign.
- Admin โ admin roles and the permission matrix.
- Statutory โ statutory identifiers, directors and bank details.
- My Plan โ your subscription plan.
Who can do what
- Admin โ sees all 10 sub-tabs and every edit, create, delete, import and export action.
- Manager & Employee โ have identical read-only access and see only 3 sub-tabs: Overview, Address and Policies (view and download only; no e-sign management).