How to setup General Settings

How to setup General Settings

You will learn how to set up the General Settings under Company Settings>Company Config tab where you can add your Company Name, Logo, Website URL, Brand Colour, 3PM Customer Number, Profession Services Key, Accounts Email Address and Head Office Address etc. 
  1. Navigate to the Web Portal and login
  2. On the left-hand navigation menu, select Admin> Company Settings
  3. Under General Settings
     complete the following fields: 

Company Name:

Enter your Company Name. This will appear on documents and outputs.
 
Company Logo: This will be used on Workspaces and general communications. 
Click the drop down arrow in the Company Logo field and select + Add New Logo.

A new dialogue box will open.
Give the logo a name

Select the  icon at the right in the Image field. A Windows dialogue box will open. Select your logo from your local computer and select Open.

Select the size you wish your logo to be by using the drop-down arrow. Most common is medium.

Select Submit.

Website:

Enter your company's website URL.

Brand Colour:

You can enter your company's Brand Colour Hex code. To find the Hex code, Click here. (Imagecolorpicker.com) Upload your logo and tap the color on the screen you want to identify. Then, tap the Copy icon next to the 6-digit hex code to copy it. Go back to the 3PM portal and paste the hex code in the field.


3PM Customer number:

It is set by 3PM and greyed out (disabled to edit). This section is controlled by 3PM.

Professional Services Key:

This key is used to connect the app to 3PM task management portal. This section is controlled by 3PM.

Company Start and End Time:

Enter your company working hours by selecting the clock in the right corner of the field. 
 

Country:

Select your country using the drop down

ABN/NZBN:

Enter your Australian Business Number (ABN) or your New Zealand Business Number (NZBN). 

Accounts Email Address:

This email address is used for sending and receiving accounts-related emails.

Head Office Address:

Enter the main office address

 

 It is recommended to scroll to the bottom of the page and click "SAVE" at this stage to ensure your entries are preserved.


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