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:
- In Actionstep, go to Admin > General Settings. The System Preferences page appears.
- 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.)
- Business/trading name: Shows the name of your business or organization.
- When you're finished making your changes, click Save.
Related Articles:
- Setting Actionstep System Preferences (Admin)
- Setting Your Business Logo in System Preferences (Admin)
- Setting Up Abbreviations in System Preferences (Admin)
- Setting Up Timekeeping in System Preferences (Admin)
- Setting Up Quick Codes in System Preferences (Admin)
- Setting Matter Types in System Preferences (Admin)
- Setting Regional Data Formats in System Preferences (Admin)
- Setting Contact Type Mappings in System Preferences (Admin)
- Setting Up Aliases and Terminology in System Preferences (Admin)
- Setting Additional Settings in System Preferences (Admin)
Setting Early Access and Feature Preview Options in System Preferences (Admin)
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