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Company Settings
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Knowledgebase Settings Company Settings

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Introduction to Company Settings

  The Company Settings section provides administrators and account owners with a centralized hub for managing key aspects of their organization’s configuration. This allows you to customize and fine-tune various elements of your account, ensuring that the platform is tailored to meet your business needs. From setting up organization details and business units to managing account displays and importing accounts, the Company Settings section offers tools for efficient management and streamlined operations. In addition, this section enables you to define performance goals, access API keys for integrations, and organize how customer information is displayed. Whether you're making updates to your organization’s structure, importing critical data, or enabling seamless API connectivity, the Com...

Editing Organisation Information

  Editing Organisation Information allows you to update essential company details. This ensures that all organizational data, such as the name, address, or contact details, remains accurate and up-to-date. Keeping this information current is crucial for effective communication, compliance, and overall business operations. This process is simple and straightforward, providing users with an intuitive interface to make necessary changes quickly and securely. Once updated, the information is immediately reflected across relevant areas of the platform.     Prerequisites: Account owners and those with administrator access.     Instructions    

Add Business Units

  Adding Business Units allows organizations to segment their operations into distinct categories or divisions, streamlining management and reporting. This feature is particularly useful for businesses with multiple locations, departments, or service lines, ensuring that each unit can be tracked and managed independently while remaining part of the overall company structure. By creating Business Units, you can improve organization, enhance reporting capabilities, and align operational workflows with your business's unique structure. This simple process enables administrators to define and manage Business Units effectively, keeping operations organized and efficient.     Prerequisites: Account owners and those with administrator access.     Instructions

Managing Account Display

  Managing Account Display allows account owners and administrators to customize the visibility of specific custom fields on customer account pages. This ensures that relevant information is displayed according to your organization's operational needs. By enabling or disabling custom fields and assigning appropriate names, businesses can streamline account management and ensure clarity for internal teams. Custom fields that are enabled will be visible on customer account pages, providing a tailored view of essential data. This flexibility helps to enhance organization and improve the efficiency of managing customer accounts.     Prerequisites: Account owners and those with administrator access.     Instructions  

Import Accounts

  The Import Accounts feature allows account owners and administrators to efficiently add multiple customer accounts by uploading a CSV file. This tool streamlines the process of populating customer records, ensuring accuracy and consistency. By mapping CSV file headers to specific customer account fields, you can customize the import process to suit your business needs. This feature is ideal for bulk updates, migrating data, or onboarding new customers quickly and effectively. Once imported, the accounts can be managed and viewed from the Accounts section on the Main Dashboard.     Prerequisites: Account owners and those with administrator access. Instructions    

Editing Goals

  Editing Goals allows account owners and administrators to adjust performance targets for their organization. This tool enables you to update metrics such as revenue, sales, or other key business objectives, ensuring they remain aligned with your company’s evolving priorities. By maintaining accurate and up-to-date goals, you can effectively monitor progress and drive team performance, keeping everyone focused on achieving business success.     Prerequisites: Account owners and those with administrator access.     Instructions     From the ma

Accessing Custom API Key

  Accessing the Custom API Key allows users to view the unique API Key associated with their organization. This key is essential for enabling integrations, webhooks, and API-based access to the platform. While the API Key is visible, it is critical not to modify it unless explicitly instructed, as unauthorized changes could disrupt connected systems or integrations. The process is streamlined through the Admin Settings page for easy and secure access.     Prerequisites: Account owners and those with administrator access.     Instructions     From the main Dashboard, click the Administration tab.