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Information

The Information tab contains general information about your firm and your primary contacts.

You can manage:

  • Firm name: Your firm's name.

  • Description: A description of your firm, what you do, who you serve, and any other information you want Vega to know about your firm.

  • Website URL: Your firm's website.

  • Primary contact: The first name, last name, and email address of your firm's primary point of contact. By default, this is the first user who created a Vega account under the firm.

  • Compliance contact email: The email address used for Vega's compliance-related features (read article: Email compliance review).

We recommend adding a detailed Description rather than just a few words. The more relevant context Vega has about your firm, the better it can understand your business and reflect that context when assisting your team.

To make changes, click "Edit", update the information, and click "Save."

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