Difference between revisions of "Company Information"

Latest revision as of 19:30, 24 April 2014

Settings > Administration > 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:

Click Settings > Administration > Company Information
Click the [Edit] button.
The Update Company Information page opens
Specify information in the following sections
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. 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

The External Email Tracking option must be enabled by your Service Provider.
This feature is disabled by default.

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

Important:
Set up a "catch-all" mailbox in a separate domain to accept messages of the form xyz@your-special-domain.com.

Messages are deleted from the mailbox after they are read, so you don't want to use your standard mailboxes.
A catch-all mailbox collects everything sent to the specified domain.
(That way, you don't have to set up a separate mailbox for each user.)
Using a separate domain ensures that none of your regular mail goes into the catch-all mailbox.

Learn more: Catch-all mailboxes

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.
It does not apply to messages sent as part of a Marketing Campaign.

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.

It is typically disabled by default, but a Service Provider can choose to enable it for new tenants, using Service Settings.

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.

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

@@ Line 4: / Line 4: @@
 {{permissions|Manage Company Capabilities|edit Company Information}}
 ==Manage Company Information==
@@ Line 14: / Line 13: @@
 ===Basic Information===
-:;Company Name:The name of the company
+:;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 [[API]]s.)
+:;Company Name:The name of the company. This field accepts only alphanumerics, spaces, and hyphens (<tt>-</tt>).
 :;Street:The street address of the company
 :;City:The city where the company is located
@@ Line 21: / Line 21: @@
 :;Country:The country where the company is located
-===Date & Currency Format===
+===Locale Information===
 :;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
@@ Line 30: / Line 30: @@
 ===Email Settings===
+{{EnableFeature|External Email Tracking||}}
 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
+{{:Common:Inbound Email Considerations}}
+:;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.
+:::* It does not apply to messages sent as part of a Marketing Campaign.
 ===Starting Application Settings===
@@ Line 49: / Line 56: @@
 ===Relay Feed Settings===
-The [[Relay]] social networking application can be enabled or disabled here.
+;Enable Relay: Enable the [[Relay]] social networking application.
-{{ #if: {{ShowIsvInfo}}
+{{#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]].
+: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:
+;Feed Retention:The number of days after which a post will be deleted:
-:* The default is 365 days
+::* The default is 365 days
-:* You can change it from 0 to 999 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.
+::* 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.
-===Available Language Settings===
+===Stylesheet 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.
+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.
-:''Learn more:'' [[Language Translation]]
+===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===
+===Financial Periods===
-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 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.
-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]]
 <noinclude>
-[[Category:Administration| 4]]
+[[Category:Administration| 73]]
 [[Category:Glossary]]
 </noinclude>

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