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:

1. Click > 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

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

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

Enable Relay

Enable the Relay social networking application.

Feed Retention

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.

Enforce Team Hierarchy

If enabled, users can see and follow only members of the teams they belong to (and subteams, or "child teams", of those teams). If disabled, all users can be seen and followed.

Stylesheet Settings

This section appears if the Service Provider has enabled Custom Stylesheet for the tenancy.

URL for Custom Stylesheet

Specify the URL for a CSS stylesheet to control how the platform appears to your users.

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.

Case Settings

• 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:

• Date & Currency Format
• Available Language Settings