Setting Up Your Company Details

Welcome to Atlas UP! As the account administrator, your first step is setting up your company's Company Details. This ensures that key business information is available company-wide and integrated into the Atlas UP Assistant, allowing employees to access critical information easily.

Where to Find Company Details

Once logged in, navigate to the top-left corner of your screen and click on the Company Details tab. This is where you'll enter key organizational information, including general company details, branding links, important URLs, and key dates.

What Information to Enter

The Company Details section consists of four main areas:

1. Basic Company Information

This section captures fundamental business details that provide context about your organization.

Fields & Descriptions

  • Company Name – The official, legal name of your company (e.g., "Atlas UP Inc.").
  • Doing Business As (DBA) – If your company operates under a different name, enter it here (e.g., "Atlas Software Solutions" instead of "Atlas UP Inc.").
  • Year Established – The year your company was founded.
  • State of Incorporation – The state or region where your company is legally registered.
  • Business Type – Defines what kind of company you operate (e.g., technology, healthcare, retail).
  • Equal Opportunity Employer – A simple Yes/No field to indicate EEO compliance.
  • Business Structure – Select from LLC, Corporation, Sole Proprietorship, Partnership, or Nonprofit.
  • Tax ID / EIN Number – Your company’s Employer Identification Number (EIN) used for tax and legal purposes.
  • Dun & Bradstreet (DUNS) Number – If applicable, enter your DUNS number.
  • Countries Doing Business In – List the countries where your company operates.
  • Main Business Address – The official company headquarters or primary location.
  • Main Phone Number – The primary contact phone number for your business.
  • Main Email Address – The general company email (e.g., "info@yourcompany.com").
  • Support Phone Number – A dedicated contact number for customer or employee support.
  • Website – The company’s official website URL (e.g., "https://www.yourcompany.com").

2. Branding & Marketing Links

This section standardizes your company’s branding and messaging by providing quick access to marketing resources.

Fields & Descriptions

  • Mission Statement – A brief description of your company’s purpose and goals.
  • Vision Statement – Outlines your company’s long-term aspirations.
  • Core Values – The fundamental beliefs guiding your company culture (e.g., Integrity, Innovation).
  • Branding Guidelines URL – A link to your company’s brand style guide.
  • Social Media Links:
    • Facebook
    • Instagram
    • Snapchat
    • Twitter (X)
    • LinkedIn

3. Important URLs

This section allows you to store and organize critical company-related links.

Fields & Descriptions

  • URL Title – A short, descriptive name for the link (e.g., "HR Portal," "Employee Handbook").
  • URL Address – The full URL of the resource.

4. Key Dates

This section allows you to enter important company-wide dates.

Fields & Descriptions

  • Title – The name of the event (e.g., "Open Enrollment Period").
  • Description – A brief explanation of the event.
  • Start Date – The beginning date of the event.
  • End Date – The ending date of the event.

Why Setting Up Company Details is Important

  • Company-Wide Access – All employees can retrieve this information instantly.
  • AI-Powered Assistance – The Atlas UP Assistant uses these details for quick answers.
  • Centralized Knowledge – Ensures consistency in company policies and information.

Next Steps

Once you’ve entered your company’s details:

  • Review all sections to ensure accuracy.
  • Save your updates to finalize the setup.
  • Inform your team that Atlas UP Assistant is ready to provide company-wide information.

Need help? Contact your Atlas UP account representative for support. 🚀