Company Information

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:

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 the [Save] button to save your changes

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

Company Logo

Settings > Administration > Company Information

Users that have the Manage Company Capabilities permission can modify the company logo.

Prerequisite:

• A logo image that is 400px wide by 40px tall.

To add a company logo:

1. Click Settings > Administration > Company Information
2. Click the [Edit] button
3. If it is not already present, click the link to upload the image to the Documents library.
4. Click the Lookup icon to select the image from the Documents library, or start typing into the field to take advantage of the Auto-Completion capability for Lookup fields.
5. Select the image.
6. Click [Save]

The logo image appears in the platform banner.

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.

Copy Import Emails To

Enter comma-separated email addresses of individuals who need to be informed regarding any import status notification

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.

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

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

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.