Company Information

From AgileApps Support Wiki
Revision as of 23:55, 30 July 2013 by imported>Aeric (→‎Date & Currency Format)

GearIcon.png > Administration > Company Setup > Company Information

The Company Information area defines the company's identity in the platform.

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Users that have the Manage Company Capabilities permission can edit Company Information 


Manage Company Information

To edit company information:

  1. Click GearIcon.png > Administration > Company Setup > Company Information
  2. Click the [Edit] button.
    The Update Company Information page opens
  3. Specify information in the following sections
  4. 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

Locale Information

Date Format
Choose a Date Format from the drop-down list.
Currency Symbol
Enter the currency symbol for your location
Time Zone
Choose your time zone from the drop-down list
  • Default Language - Choose from among the default list of [[Supported Languages].

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

Log All Record Access
If checked, logs all record access attempts in the Audit_Log
Log All Access Violations
If checked, logs all access violations in the Audit Log

Available Language Settings

Language
Use the lookup Lookupicon.gif 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.

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.

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: