Company Information

From AgileApps Support Wiki
Revision as of 22:34, 1 August 2011 by imported>Aeric (→‎Manage Company Information)

Settings > Administration > 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 Settings > Administration > 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

Company Name
The name of the company
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.

Email Settings

Specify the email addresses of individuals who need to be informed regarding any import status notification.

System Notification Email Addresses
Comma-separated list of email addresses to which system notifications will be sent
Enable Email Tracking
Check Yes to enable Email Tracking; email messages will appear in the Related Information section of a record
Enable Workflow Processing by Email
If checked, allows Workflow actions to be initiated via Email

Single Sign-On Settings

Configure Single Sign-On to authenticate users from an External Environment

Enable Single Sign-On
If checked, enables Single Sign-On
SSO Gateway URL
Specify the URL of the authentication server running in your environment, for example: abc5.abc.com:8080

Starting Application Settings

Specify starting application for new and existing users

Starting Application
Choose the default application that opens when users log in

Versioning Settings

Enable Versioning
If checked, enables Versioning

Logging All Access Settings

Log All Record Access
If checked, enables Enhanced Security Audit to log all record access attempts
Log All Access Violations
If checked, enables Enhanced Security Audit to log all access violations

Relay Feed Settings

The Relay social networking application can be enabled or disabled here.

When you enable Relay, you can set the feed retention period--the number of days after which a post will be deleted:

  • The default is 365 days
  • You can change it from 0 to 999 days
  • The recycling cron job runs only once a week, so even if the value is zero, a post may be retained for a few days.

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

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.