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Difference between revisions of "Company Information"

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[[File:Companyinformation.gif|right|thumb|upright]]'''Settings > Administration > Company Information'''
'''[[File:GearIcon.png]] > Administration > Account Management > Company Information'''


The Company Information area defines the company identity in the platform with logos, links to help and support, email tracking and workflow processing, date and currency format, fiscal year preferences, default startup application, single sign-on, versioning and audit log preferences.
==About Company Information==
This page defines settings the company uses across all applications in the platform.


{{permissions|Manage Company Capabilities|edit Company Information}}
{{permissions|Manage Company Capabilities|edit Company Information}}


==Working with Company Information==
To edit company information:
#Click '''[[File:GearIcon.png]] > Administration > Account Management > Company Information'''
#Click the '''[Edit]''' button.<br>The Update Company Information page appears.
#Specify Company Information Settings.
#When complete, click '''[Save]'''


==Manage Company Information==
==Company Information Settings==
To edit company information:
#Click '''Settings > Administration > Company Information'''
#Click the [Edit] button. The Update Company Information page opens
#Specify information in the following sections
#When complete, click the [Save] button to save your changes


===Basic Information===
===Basic Information===
:;Company Name:The name of the company
<span id="tenant_id"></span>
:'''Tenant ID''' (also known as '''Account ID''')
::The unique ID assigned to your organization's tenancy on the platform.<br>(This identifier is occasionally needed when using the platform [[API]]s.)
:;Company Name:The name of the company. This field accepts only alphanumerics, spaces, and hyphens (<tt>-</tt>). The number of characters in the name should not exceed 100.
:;Street:The street address of the company
:;Street:The street address of the company
:;City:The city where the company is located
:;City:The city where the company is located
Line 21: Line 26:
:;Country:The country where the company is located
:;Country:The country where the company is located


===Company Logo===
===Locale Information===
{{:Company Logo}}
Specify user defaults for:
 
===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
:;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===
===Customer Support Setup===
Line 33: Line 39:


===Email Settings===
===Email Settings===
Specify the email addresses of individuals who need to be informed regarding any import status notification.
:;System Notification Email Addresses:  
:;Copy Import Emails To:Enter comma-separated email addresses of individuals who need to be informed regarding any import status notification
:: Enter an address or list of addresses to receive system notifications. Such notifications can occur, for example, when a connection to the system mailbox fails after repeated attempts.
:;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===
:;Compliance Bcc Email(s):
Configure Single Sign-On to authenticate users from an External Environment
::Enter an address or list of addresses to receive a "blind", or hidden, copy of all outbound messages. (Typically, the address goes to an archive where messages are stored, to document compliance with various government-mandated standards.)
:;Enable Single Sign-On:If checked, enables [[sso|Single Sign-On]]
:::* This setting does not apply to user-related outgoing messages--for example, those pertaining to password and registrations.
:;SSO Gateway URL:Specify the URL of the authentication server running in your environment, for example: <tt>abc5.abc.com:8080</tt>


===Starting Application Settings===
===User Interface Settings===
Specify starting application for new and existing users
Use these settings to manage the access by a user to the new AgileApps user interface. The following table provides the details for these settings:
:;Starting Application:Choose the default application that opens when users log in
:{| border="1" cellpadding="1" cellspacing="0" text-align="center"
! Preview New User Interface !! Activate New User Interface !! Result
|-
| No || No || User will not have access to the new user interface. This is the default setting.
|-
| Yes || No ||User can access the new user interface by clicking [[File:ui_switch_button.png]] from top menu. Also, from the new runtime user interface, you can go back to the older AgileApps user interface by clicking [[File:app_switch_button.png]] and then clicking [[File:ui_switch_button.png]].
|-
| Yes/No || Yes || User has access to the new user interface only. You can click [[File:config_design_time.png]] to open the design time configuration page.
|}


===Versioning Settings===
===View Settings===
:;Enable Versioning:If checked, enables [[Versioning]]
:;Show Record Count:
:: By default, this option is set to '''Yes''' for all existing and new tenants. When enabled, you will see the record count for objects in the '''Cases Views''' section.
 
:;Hide Assign Option from List View:
:: By default, this option is set to '''No''' for all existing and new tenants.
* New User Interface - When enabled, the Assign option will be hidden in the '''Case Object''' list.
* Old User Interface - When enabled, both the Assign and Claim options will be hidden in the '''Case Object''' list.
 
===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.
:;Date/DateTime format: Choose the way that [[Date and DateTime fields]] are displayed.
:: This setting applies to dates in the record history and to dates displayed in a record list.
 
:::;Actual date and time: Display actual date and time (for example: 27 Mar 2014, 11:14am).
:::;Relative duration: (default) Display a relative duration (for example: in 5 hours", or "4 days ago").<br>'''Notes:'''
:::::* The Relative duration format is used only when viewing a record.
::::::  It does not apply to search results, record lists, reports, generated documents, or exports.
:::::* It is used only for system fields that show due dates and activity dates.
::::::  It does not apply to custom fields defined in an application, or to other system fields.
 
:;Enable HTML Sanitization: When this option is selected, it prevents XSS attacks by allowing you to use only the HTML tags and attributes listed in the table. When this option is not selected, all the HTML tags and attributes are allowed and XSS attacks are not prevented.
:: ''Learn more:'' [[Widget Types]]
 
:;Hide excel print in reports: When this option is selected, “Excel” Print option will be removed from Reports as .xlsx is the new format supported by Office 365. Hence the support for .xls files is removed in AgileApps new user interface.
 
:;Switch User Roles: Requires users with multiple roles to specify which role is active at any given time.
:: ''Learn more:'' [[Switch User Roles]]
 
===Session Management===
To configure the CRUD operations at the object level for a Guest user, select the checkbox for '''Enable Guest Access'''. This creates a new section called '''Guest Access Criteria''' in Object Properties.
 
===Task Ownership Settings===
When the record owner is changed, changes in the ownership of open tasks or incomplete tasks owned by the existing record owner can be assigned to the new record owner or retain it to the existing owner.
 
{{Note| The task owner should be the same as record owner.}}
 
:;Assign To New Record Owner:Select the Assign To New Record Owner button to assign open tasks to the new record owner.
:;Retain To Existing Record Owner:Select the Retain To Existing Record Owner button to retain open tasks to the existing record owner.
 
'''Considerations''':
:Service Level Agreement tasks are not eligible for Task Ownership settings. Ownership of Service Level Agreement tasks are always transferred to the new record owner during record ownership change.


===Logging All Access Settings===
===Logging All Access Settings===
:;Log All Record Access:If checked, enables [[Audit_Logs|Enhanced Security Audit]] to log all record access attempts
:;Log All Record Access:If checked, logs all record access attempts in the [[Audit_Log]]
:;Log All Access Violations:If checked, enables [[Audit_Logs|Enhanced Security Audit]] to log all access violations
:;Log All Access Violations:If checked, logs all access violations in the [[Audit Log]]
<!--===Digital Signature Settings===
 
Choose the algorithm used to generate keys:Learn more: [[Digital Signatures]]-->
===Available Language Settings===
This section appears when [[Multiple Languages]] have been enabled by the Service Provider.
:;Language: Use the lookup [[File:lookupicon.gif|link=]] icon to select from the list of [[Supported Languages]].<br>The result is the list of languages that users will be able to choose.
::''Learn more:'' [[Language Translation]]


===Relay Feed Settings===
<div id="case_settings">
The [[Relay]] social networking application can be enabled or disabled here.
{{ #if: {{ShowIsvInfo}}
|:
It is typically disabled by default, but a [[Service Provider]] can choose to enable it for new tenants, using [[Service_Provider_Settings#Configure_Service_Settings| Service Settings]].
}}
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===
===Security Headers Settings===
;Language: Use the lookup [[File:lookupicon.gif|link=]] icon to select from the list of [[Supported Languages]].<br>The result is a list of languages that will be available use in the platform.
Enter the whitelisted domains for Content Security Policy (CSP) and Cross Origin Resource Sharing (CORS) headers. The domains listed here are parsed and added dynamically to the request or response headers for the tenant. Content access to and from AgileApps is not restricted for the domains listed here. Use comma separated values to list multiple domains. For more information, see [[Security Headers Settings]].


:''Learn more:'' [[Language Translation]]
===ServiceDesk Case Settings===
These settings apply to Cases created in the [[ServiceDesk application]].
:* '''New Case Notification Email'''<br>Provide a list of email addresses for people to be informed when a new case arrives.
:* '''New Question Notification Email'''<br>Provide a list of email addresses for people to be informed when a new question is posted to the Community forum.
:* '''Assign ownership on first response'''<br>Enable this feature to automatically assign a Case to the first agent who responds with a public comment.<br>When the Case is assigned, the status is also changed, from '''New''' to '''Open'''. 
:* '''Open the case on first response'''<br>Enable this feature to automatically '''Open''' the Case to the first agent who responds with a public comment.<br> This will trigger the status change from '''New''' to '''Open'''.
</div>


===Manage Financial Year===
===Record Information===
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.
This section records the date and time that the company information record was created, when it was modified, and by whom.


A thirteenth month is provided for fiscal years that do not match a 12-month calendar year beginning in January.
===Financial Periods===
A list of fiscal years is displayed. Choose any year and select the starting day of each period in the 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.


:[[Image:managefinancialyear.gif|none|thumb|upright]]
The periods defined here are used when reporting by financial period.
:''Learn more:'' [[Report Filter#Filter by Date]]
<noinclude>


[[Category:Administration| 4]]
[[Category:System Administration]]
[[Category:Glossary]]
</noinclude>

Latest revision as of 13:26, 13 June 2023

GearIcon.png > Administration > Account Management > Company Information

About Company Information

This page defines settings the company uses across all applications in the platform.

Lock-tiny.gif

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

Working with Company Information

To edit company information:

  1. Click GearIcon.png > Administration > Account Management > Company Information
  2. Click the [Edit] button.
    The Update Company Information page appears.
  3. Specify Company Information Settings.
  4. When complete, click [Save]

Company Information Settings

Basic Information

Tenant ID (also known as Account ID)
The unique ID assigned to your organization's tenancy on the platform.
(This identifier is occasionally needed when using the platform APIs.)
Company Name
The name of the company. This field accepts only alphanumerics, spaces, and hyphens (-). The number of characters in the name should not exceed 100.
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.

Email Settings

System Notification Email Addresses
Enter an address or list of addresses to receive system notifications. Such notifications can occur, for example, when a connection to the system mailbox fails after repeated attempts.
Compliance Bcc Email(s)
Enter an address or list of addresses to receive a "blind", or hidden, copy of all outbound messages. (Typically, the address goes to an archive where messages are stored, to document compliance with various government-mandated standards.)
  • This setting does not apply to user-related outgoing messages--for example, those pertaining to password and registrations.

User Interface Settings

Use these settings to manage the access by a user to the new AgileApps user interface. The following table provides the details for these settings:

Preview New User Interface Activate New User Interface Result
No No User will not have access to the new user interface. This is the default setting.
Yes No User can access the new user interface by clicking Ui switch button.png from top menu. Also, from the new runtime user interface, you can go back to the older AgileApps user interface by clicking App switch button.png and then clicking Ui switch button.png.
Yes/No Yes User has access to the new user interface only. You can click Config design time.png to open the design time configuration page.

View Settings

Show Record Count
By default, this option is set to Yes for all existing and new tenants. When enabled, you will see the record count for objects in the Cases Views section.
Hide Assign Option from List View
By default, this option is set to No for all existing and new tenants.
  • New User Interface - When enabled, the Assign option will be hidden in the Case Object list.
  • Old User Interface - When enabled, both the Assign and Claim options will be hidden in the Case Object list.

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.
Date/DateTime format
Choose the way that Date and DateTime fields are displayed.
This setting applies to dates in the record history and to dates displayed in a record list.
Actual date and time
Display actual date and time (for example: 27 Mar 2014, 11:14am).
Relative duration
(default) Display a relative duration (for example: in 5 hours", or "4 days ago").
Notes:
  • The Relative duration format is used only when viewing a record.
It does not apply to search results, record lists, reports, generated documents, or exports.
  • It is used only for system fields that show due dates and activity dates.
It does not apply to custom fields defined in an application, or to other system fields.
Enable HTML Sanitization
When this option is selected, it prevents XSS attacks by allowing you to use only the HTML tags and attributes listed in the table. When this option is not selected, all the HTML tags and attributes are allowed and XSS attacks are not prevented.
Learn more: Widget Types
Hide excel print in reports
When this option is selected, “Excel” Print option will be removed from Reports as .xlsx is the new format supported by Office 365. Hence the support for .xls files is removed in AgileApps new user interface.
Switch User Roles
Requires users with multiple roles to specify which role is active at any given time.
Learn more: Switch User Roles

Session Management

To configure the CRUD operations at the object level for a Guest user, select the checkbox for Enable Guest Access. This creates a new section called Guest Access Criteria in Object Properties.

Task Ownership Settings

When the record owner is changed, changes in the ownership of open tasks or incomplete tasks owned by the existing record owner can be assigned to the new record owner or retain it to the existing owner.

Notepad.png

Note: The task owner should be the same as record owner.

Assign To New Record Owner
Select the Assign To New Record Owner button to assign open tasks to the new record owner.
Retain To Existing Record Owner
Select the Retain To Existing Record Owner button to retain open tasks to the existing record owner.

Considerations:

Service Level Agreement tasks are not eligible for Task Ownership settings. Ownership of Service Level Agreement tasks are always transferred to the new record owner during record ownership change.

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

This section appears when Multiple Languages have been enabled by the Service Provider.

Language
Use the lookup Lookupicon.gif 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

Security Headers Settings

Enter the whitelisted domains for Content Security Policy (CSP) and Cross Origin Resource Sharing (CORS) headers. The domains listed here are parsed and added dynamically to the request or response headers for the tenant. Content access to and from AgileApps is not restricted for the domains listed here. Use comma separated values to list multiple domains. For more information, see Security Headers Settings.

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 posted to 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.
  • Open the case on first response
    Enable this feature to automatically Open the Case to the first agent who responds with a public comment.
    This will trigger the status change 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.

Financial Periods

A list of fiscal years is displayed. Choose any year and select the starting day of each period in the 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.

The periods defined here are used when reporting by financial period.

Learn more: Report Filter#Filter by Date
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