Organization Settings

Step #1

Click “Dashboard”

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Step #2

Click on your profile picture or initials to reveal the quick-start menu.

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Step #3

Click “Organization Settings”.

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Step #4

Enter “Organization Name”.

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Step #5

Select your “Time Zone”

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Step #6

Click “Choose File” to upload an organization logo.

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Step #7

Select a “Currency” for your cost of quality to be calculated in.

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Step #7

Select a “Display Mode” from “Standard” or “Batch”

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Step #9

Enter “Document Validity” (in days)

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Step #10

Click here to turn on Password Expiry for your organization.

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Step #11

Turn Global Email Notifications On/Off

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Step #12

Enter “Primary Contact”.

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Step #13

Enter “Primary Contact Email”.

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Step #14

Enter “Primary Contact Phone”.

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Step #15

Enter “Contact Role”.

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Step #16

Enter “Secondary Contact” (Optional).

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Step #17

Enter “Secondary Contact Email”. (Optional)

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Step #18

Enter “Secondary Contact Phone” (Optional).

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Step #19

Enter “Secondary Role” (Optional).

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Step #20

Click “Save Settings”.