From LongJump Support Wiki
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]
- 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 (-).
- The street address of the company
- The city where the company is located
- The state where the company is located
- Postal/Zip Code
- The postal or zip code for the company
- The country where the company is located
- 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.
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
Set up a "catch-all" mailbox in a separate domain to accept messages of the form email@example.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
- Enable Versioning
- If checked, enables Versioning
Logging All Access Settings
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.
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.
This section records the date and time that the company information record was created, when it was modified, and by whom.
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