Company details
The Company details page is found in the left-hand menu under Administration.
Access
Only the following users have access to this page:
- Users with a Super admin account type
- Users with a Role where the Edit Permission for Company Details has been enabled on the Administration tab
Details
Use this page to enter the details of a nominated user or a generic contact.
Merge fields
The information on this page is available as merge fields within the system and will be used in standard message templates, such as to notify a User that they have a Task to complete.
Note: None of these fields are mandatory. This means that you can choose to use only the Admin email signature, for example, and apply this as a merge field to outgoing messages.