Company Information

> Administration > Account Management > 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 > Account Management > 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

Specify user defaults for:

Time Zone

Choose your time zone from the drop-down list

Date Format

Choose a Date Format from the drop-down list.

Time Format

Choose a Time Format from the drop-down list.

Default Locale

A user's initial locale setting. Determines the format for numbers, decimal fields, and percentages.

Currency Locale

The locale used to format currencies. This field appears only in the Company Information page. It is a company-wide setting that applies to all users. (Users cannot change this setting. The platform does not support currency conversions.)

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.

Application Settings

Starting Application

Choose the application a new user sees after logging in.

Expand Details

When displaying a record, expand the "Details" section to allow editing.

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 icon to select from the list of Supported Languages.
The result is the list of languages that users will be able to choose.

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.