Account Information

I. Account Management #

The Account Management section allows agencies to manage and update all their profile information on Permate.
This is an essential step to verify your identity, complete your profile, and ensure that your account is properly recognized and connected with potential Brands.

1. Personal Information #

Includes your first name, last name, job title, email, and phone number.
This information is used for identification and direct communication with Permate.
You can also change your password in this section.

2. Public Information #

Displayed on the Marketplace, this information helps Brands discover and evaluate your agency.
It includes:

• Profile photo

• Company name

• Website

• Industry and services provided

• Agency introduction or bio

• Contact information

• Social media links

• Sample contract

3. Payment Information #

Manage your payment methods here.
You can add up to five (5) payment accounts and select one default account to receive payments.

4. Technical Settings #

Includes time zone and currency configuration.
By default, the time zone is automatically detected from your browser at the time of registration.

II. Updating Account Information #

1. Accessing Account Management #

From the main screen, click on your avatar/profile icon, then select “Account Management” to access and update your profile information.

2. Updating Personal Information #

In this section, you can edit your personal details such as:

• First Name

• Last Name

• Job Title

• Phone Number

• Password

After making changes, click “Save” to apply and store your updates.

3. Updating Public Information #

This section contains the details visible to Brands on your agency profile.
To enhance your agency’s visibility and credibility, make sure all fields are fully and accurately completed.

Recommended fields to update include:

• Profile photo

• Company name

• Website

• Industry group

• Services provided

• Agency introduction

• Related documents

• Sample contract *

• Phone number

• Email

• Address

• Social media links

After completing updates, click “Save” to store your changes.

4. Updating Payment Information #

To add a new payment account:

1. Click the “New” button.

2. Fill in your bank and recipient details:
   • Bank name

   • Bank address

   • Account holder’s name

   • Account number

   • Recipient’s phone number

3. Click “Save” to confirm and add the new payment information.

You can register up to 5 payment accounts and select a default account for transactions.

5. Technical Settings #

In this section, you can configure your system time zone and default currency.
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