Business certification · Reference

Find, edit, and publish a business

Maintain business details and understand the difference between a saved profile and public visibility.

Where: Staff portal > Businesses
Access: Profile editing: Administrator, Director, Certification Staff. Other actions follow their own permissions.

Find and review

Open Businesses. Search by the business details shown in the list. Clear the search if the expected record is missing.
Open a business and confirm its name and certification identifier before editing.
Review contact details, classification, capabilities, certification status, documents, and account information as permitted by your role.

Edit the relevant business fields, including service area and capabilities where appropriate. Keep public contact details separate from the notification contact.
Choose Save business profile and wait for the confirmation. Reopen the record if you need to verify the saved values.
Use the public-visibility control in the business list only when publication is intended. Saving a profile is not the same as publishing it.
Check the public directory to see what visitors can actually view. Expired or suspended certification visibility also depends on directory settings.

Choose Add business. Enter the business name, type, classification, contact, and other required fields using information approved for this record.
Choose Create draft. Review the new record before taking certification or publication actions.

For v12.9 workflows · Reviewed September 23, 2026