Setting Business Details in System Preferences (Admin)

Modified on Tue, 3 Sep at 5:21 PM

An admin can set up your business details, including identifying your business name, where your business operates, and what the default time zone is set to for new users.


NOTE:  If your system is configured for multiple divisions, some fields may be prefixed with #, which means the setting only applies to the current division. (See What is a Division? to learn more.)


To do this:

  1. In Actionstep, go to Admin > General Settings. The System Preferences page appears.
  2. In the Business details section, enter the following information:
    • Business/trading name: Shows the name of your business or organization.
      NOTE:  To change this information, click Edit contact. This takes you to the contact record for your company where you can change your company name, email address, phone number, address, and website. See Reviewing Your Company's Contact Record for help.
    • Primary country: Shows the country where your company primarily does business. 
    • Default time zone: Choose the default time zone that will be assigned to new users. (Users can then change their time zone by going to their user profile. See Getting to Know the 'My Profile' Page for help.)
  3. When you're finished making your changes, click Save

 


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