Modification of contact details in the header of the fee sheet

Feature Description

The contact details modification feature in the fee sheet header allows you to update contact information such as name, address and SIRET number so that the fee sheets are legal and up to date.

Steps to use the feature

1. Access the Personal Team:

   • On the left side of the screen, click on the small arrow to the left of the name of the current team, located just below the Yoplanning logo.

   • A list of teams you are a part of will appear. Select the one with your name on it.

2. Navigate to the Administration section:

   • Once in the team that bears your name, go to the left menu and click on "Administration".

   • Then select “Configuration”.

3. Edit Team Information:

   • In the Configuration section, find “Team” at the top left, it’s the first item.

   • Click on the three dots menu on the right of the window and select “Edit”.

4. Make the necessary changes:

   • Update contact information, such as team name, address and SIRET number.

   • Make sure all information is correct and complete so that the fee sheets are legal.

5. Save changes:

   • After making the changes, click "Save" to save the new information.

Tips for use and best practices

• Use accurate information: Make sure the address and SIRET number are accurate and complete.

• Team Name: If you are working as a freelancer, make sure the team name matches your name or company name.

Common Mistakes and Solutions

• You don't have a Team in your name.

  • Solution: Just wait until one of the teams you work with has made you a fee sheet. This is what will trigger the creation of your personal team.

• You do not have the rights to modify your team.

  • Solution: This is most likely because it is not the right team. Normally, you automatically have administrator rights on your personal team. If you have any difficulty, do not hesitate to contact support at [e-mail]