Company Information
> Administration > Company Setup > Company Information
The Company Information area defines the company's identity in the platform.
Users that have the Manage Company Capabilities permission can edit Company Information
Manage Company Information
To edit company information:
- Click
> Administration > Company Setup > Company Information - Click the [Edit] button.
The Update Company Information page opens - Specify information in the following sections
- When complete, click [Save]
Basic Information
- Tenant ID
- The unique ID assigned to your organization's tenancy on the platform. (This identifier distinguishes your organization's space from all others. It is occasionally needed when using the platform APIs.)
- Company Name
- The name of the company. This field accepts only alphanumerics, spaces, and hyphens (-).
- Street
- The street address of the company
- City
- The city where the company is located
- State
- The state where the company is located
- Postal/Zip Code
- The postal or zip code for the company
- Country
- The country where the company is located
Date & Currency Format
- Date Format
- Choose a date format from the drop-down list. See Date Format for more information
- Currency Symbol
- Enter the currency symbol for your location
- Time Zone
- Choose your time zone from the drop-down list
Customer Support Setup
- Copy Support Emails To
- The email addresses of individuals who will be informed regarding any support-related communication with users. You can add multiple email addresses, separated by commas.
Starting Application Settings
Specify starting application for new and existing users
- Starting Application
- Choose the default application that opens when users log in
Logging All Access Settings
Available Language Settings
- Language
- Use the lookup
icon to select from the list of Supported Languages.
The result is a list of languages that will be available use in the platform.
- Learn more: Language Translation
Phone Credit Purchase Setup
- Auto Purchase Phone Credits
Enable this feature to ensure that a customer can always create a case using voicemail. - Auto Purchase Amount
Enter the amount the purchase amount, in dollars and cents. - Initiate auto purchase if the phone credit falls below this amount
Set the low-water threshhold--the point where action will be taken to replenish your credits.
- Auto Purchase Phone Credits
ServiceDesk Case Settings
These settings apply to Cases created in the ServiceDesk application.
- New Case Notification Email
Provide a list of email addresses for people to be informed when a new case arrives. - New Question Notification Email
Provide a list of email addresses for people to be informed when a new question is posed in the Community forum. - Assign ownership on first response
Enable this feature to automatically assign a Case to the first agent who responds with a public comment.
When the Case is assigned, the status is also changed, from New to Open.
- New Case Notification Email
Record Information
This section records the date and time that the company information record was created, when it was modified, and by whom.
Manage Financial Year
A list of fiscal years is displayed. Choose any year and select the starting day of each period in the year. Selections here affect reporting by fiscal year. In your organization, the fiscal year might start on January 1, April 1 or September 1.
A thirteenth month is provided for fiscal years that do not match a 12-month calendar year beginning in January.
Locale-Specific Settings
By default, the platform is configured for North American locales. Other locales can be at least partially configured in Company Information, by specifying:
- Date Format - Choose the order in which month, day, and year are displayed, and the symbols that divide them.
- Currency Symbol - Specify the symbol or symbol-sequence used to designate currency.
- Time Zone - Determine how times are displayed.
- Available Languages - Choose from among the default list of [[Supported Languages].
Learn more: