Company Information

> Administration > Account Management > Company Information

About Company Information

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

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

Working with Company Information

To edit company information:

1. Click > 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.

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.

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.

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

Switch User Roles

Requires users with multiple roles to specify which role is active at any given time.

Learn more: Switch User Roles

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

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 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

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