How to Setup the Company Settings

How to Setup the Company Settings

This article will help you to set up the Company Logos, Units, Tax Rates, Accounts, Portal, App, Finance and Communication settings etc.

Please follow the below steps to set up the Company Settings
  1. Navigate to the Web Portal and login
  2. On the left-hand main menu, select Admin-> Company Settings
  3.  Company Logos  How to add Company logos
  7. General Settings: Under General Setting you can add Company Name, Website URL, Brand Colour, 3PM Customer Number, Profession Services Key, Accounts Email Address and Head Office Address etc. How to setup the General Settings 
  8. Portal Settings: Under Portal Setting you can choose the appropriate units and names for Default Labour, Plant, Material, Sub Contractor and Cartage unit, Activity Name, Activity Item Name, and Task Name. How to Setup Portal Settings 
  9. App Settings: In the App Settings, You can restrict the access of forms for the Field workers. How to Setup App Settings for more details. 
  10. Finance Settings: How to Setup Finance Settings to find how to set up Finance under Company Settings
  11. Communication Settings:  When you send a text to staff from the staff report, their response will be sent as an email to the person you specify in the settings.
    How to Setup Communication Settings 





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