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Contents
Handbook home
Getting started
Getting started Who can do what? Approval & Settings
Company profile
Overview
Areas
Dashboard
Overview Create a PDF report
Devices
Overview Search and filter devices Find devices that haven't checked in for a while View BitLocker keys and LAPS passwords View removed devices
Users
Overview Sign-in analysis
Security Insights
Overview Review controls Manage exemptions Fix a security issue
Mail Security
Overview Set up DMARC reports
Administration
Admin Panel
Overview Manage areas Organization management
MSP & partners
MSP & Partners
Overview Invite and manage an MSP My customers

Complete your company profile

The first time you sign in, Clarios greets you with the Complete your company profile form. It’s where you add a point of contact for your company. You do it once, and your colleagues will see it too. It only takes a minute.

Step by step

  1. Sign in for the first time. The form appears automatically.
  2. Look through the fields. Some are already pre-filled from your Microsoft 365 account (name, Email, Phone). Company name is usually set already; for Role, enter the job title (e.g. “IT Manager”).
  3. Change anything that doesn’t fit. Every field is free to overwrite.
  4. Click Save.

✅ Done. Your details are saved and you land on the Home dashboard.

🖼️ Screenshot: The Complete your company profile form with the Company name and Role fields at the top, then First name, Last name, Email, Phone, with the Save button and the Skip for now link at the bottom.

Target file: assets/welcome-onboarding/welcome-contact-form.png

Good to know

  • No field is required. You can enter just the Company name if you like. The company name later appears on your PDF reports.
  • Do it later? Click Skip for now. A Complete your company profile reminder then appears on the dashboard. Use Fill in to reopen the form anytime, or × to dismiss it.

What’s next?