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:
- 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
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.
- 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
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.
- 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.
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.
Locale-Specific Settings
By default, the platform is configured for North American locales. Other locales can be at least partially configured in Company Information, by specifying:
- Date Format - Choose the order in which month, day, and year are displayed, and the symbols that divide them.
- Currency Symbol - Specify the symbol or symbol-sequence used to designate currency.
- Time Zone - Determine how times are displayed.
- Available Languages - Choose from among the default list of [[Supported Languages].
Learn more: