Company contact profiles bring all personal and role details together in one place, making it simple to update information, add context, and track every change over time. Organising your contacts this way ensures a complete and accurate record is always available for every individual linked to a parent company.

This guide covers:

• Editing personal details using the Pencil icon.
• Assigning specific roles such as trainer or assessor.
• Recording contextual notes such as work hours or availability.
• Viewing the history log to track all profile updates over time.

Your contact records are now complete, annotated, and fully traceable.

💡 Power User Insight: Use the History log to maintain accountability across your team. By reviewing a contact’s update timeline, you can quickly identify when key details were changed and by whom, providing a clear audit trail that supports both internal governance and external compliance reviews.