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By the end of this guide you'll have created your firm in Covercy One and filled in the company profile and workspace settings your team and investors will see.
Note
You'll set up your firm the first time you sign in, before you reach the dashboard. To edit your company profile later, you need the GP Admin role. If your fields are read-only, ask a workspace admin to make the change or grant you access.
Create your firm during onboarding
When you sign in for the first time and aren't yet part of a firm, Covercy One asks you for a few basics about your company before it opens your workspace.
- Enter your Company name. This is required.
- Optionally upload a Company logo (an image file such as PNG or JPG). You can preview it, and remove or replace it before you continue.
- Select Create Account.
Covercy One creates your firm and opens the GP dashboard. As the person who completed setup, you become a GP Admin and the firm's primary contact, so you can manage settings and invite your team.
Complete your company profile
After onboarding, fill in the rest of your company details so your firm appears complete to your team and investors. Open Settings and go to GP Profile.
- Review the company information: company name, a "doing business as" name, main email address, logo, EIN, website, and phone number. Company name and main email address are required.
- Add your business address, including street, city, state, postal code, and country.
- Select .