Managing Your Company Profile
This section of the guide concerns adding and editing your company detail page to the RIA website.
As a member, perhaps your most important asset on the RIA’s website is your company detail page. This is a showcase of both public and member only information that is displayed throughout the RIA’s website. Key elements include things such as your logo, a company summary and a company website. Likewise, restricted content may include links to marketing assets, MAP policies, etc.We’ve taken the liberty of creating your company page with basic content. If you like to edit the page, simply follow these steps:Please note that, unlike other content, only one user from each company can manage their company detail page. This is intended to prevent errors and omissions. In order to access content, you must be logged in. Of course, if you're reading this, then you already are! Step 1 complete.:DIf you have edit access, you will find a link to your company detail page in the Content Manager. Likewise, you can edit your company page while viewing it. Simply find your company page either by clicking on your logo on the brand showcase page or using the search in the main navigation.Editing your page from the Content Manager is very self-explanatory. If you want to edit your page while viewing it, browse to it and look to the bottom right of your screen for the red “Edit” button. It should look like the example to the right. Click it and it will load up an editor for you.
As you edit your page, please note that all field labels will have instructions. Simply hover over each field label to review the needs and requirements of that field. Please note that we will be asking you to include links to documents and directories that you manage independently via systems like Google Drive, Dropbox, etc. While the choice of platform is yours, we do ask that you ensure that all links are accessible without additional login credentials required. With the editor open, you’ll see tabs for 1) Content 2) Company Details and 3) Publishing. Let’s address each!
This tab is required and mostly includes public content. There are two primary fields here for you to manage. First is the “Title” field, which is the title of your company. The second is the main content. This is the primary content that will display publicly on the website. Note that if you copy and paste in text from Microsoft Word or from a website, you may include a bunch of “cruft”, i.e. code that changes the formatting of your content. If we notice it, we’ll clean it up for you. Oftentimes all you need to do is put your content into Notepad or a Rich Content first, or use “Remove Formatting” function on the editor.
This tab is required and mostly includes private content. This tab is where you provide more specific information such as your logo, images, and company specific resources. Please note that many of these will be restricted to RIA members only. Remember that hovering over each field label will highlight what you need to provide. Again, the links you provide must be publicly accessible in order for retailers to access them. Should you have any questions about privacy, please review the section below regarding how we keep your information private.
Video tutorial on editing your company detail page (~5 mins)