Set Up Your Organization

Help Phil Get to Know Your Firm

Start with the required account information, then add as much detail as you can about your organization. Most fields are optional, but the information you provide will help Phil organize, search, analyze, and describe your project experience more effectively.

Good to know

You do not need to complete everything today. Your organization profile can be expanded as Phil becomes part of your workflow.

Section 1

Organization Account

Required

These details create your organization’s shared Phil account. Everyone in your organization will use the same username and password.

Enter the organization name as it should appear throughout Phil.

Choose a username that is easy for everyone in the firm to remember.

Used for account notices, billing, and password assistance.

Use at least eight characters and store it securely.

Enter the same password again.

Section 2 Primary Contact Tell us who should receive important account communications. Optional
Section 3 Organization Profile Help Phil understand what kind of organization you are and where you work. Encouraged

Enter regions separated by commas.

Section 4 Markets and Capabilities This information helps Phil recognize relevant projects and firm-wide strengths. Encouraged

Enter sectors separated by commas.

List the major technical disciplines represented in your organization.

Include the services clients most often hire your organization to provide.

Section 5 Writing and Brand Preferences Give Phil a useful starting point for writing in your organization’s voice. Optional

A proper logo upload can be added later.

Section 6 Phil Settings Choose which project library functions are available to your organization. Optional
Project Library Permissions
You can update this profile later.

Start with what you know now. Phil can help your organization identify missing information as the project library grows.

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