In this article we will cover some of the settings available in "Edit organization". Please observe this is not the same as adding new or editing organisazional units.
As a user with access to the "Setup" application click your initials in the upper right corner and click "Company Setup":
In the Company Setup application click "Advanced" in the top menu and click "Edit organization":
Details
The first setting enables you to change the name of your Position Green setup:
Settings for organization
For more settings expand "Settings for organization":
In this section you will find the following settings:
Auto-generate registrations - This is a legacy setting that is no longer in use for most of Position Green customers.
Automatically generate graphs for new aspects- This is a legacy setting that is no longer in use for most of Position Green customers.
It is possible to create new users for new collaboration - Allows for new users to be created by reporters when establishing a collaboration:
Send automatic reminder emails - Activating this enables automatic reminders to be sent, utilizing this email template:
Send emails to all users subscribing to it, when confirming last registration in the period - This setting enables all controllers, reporters and collaborators to recieve an email when the last registration in the reporting period is confirmed.
New users subscribe to get emails when last registration in period is confirmed as default - Allows the above setting be applied for all new users.
Send mail to the collaborator when new collaboration is created - Ensure that the below email is sent when a collaboration is initiated:
Show answers from preceding period as default - Allows answers from previous period to be displayed. The default is the same period of the registration, but for the previous year.
Who can access quick view - this governs which role group have access to quick view in Analytics, i.e. this view:
Contact person
Here you are able to change contact person that is responsible for the Position Green setup. Youc an use HTML code to format the text.
Other settings
Default periodicity to show - This is a legacy setting that is no longer in use for most of Position Green customers.
Show contact person information on the page - This is a legacy setting that is no longer in use for most of Position Green customers.
Culture for mails etc - With this setting you can change the default language for your Position Green site, however users will be able to change their profile language in Your account.
Format for numbers, dates, and time - With this setting you can select the default formatting for your Position Green site, however users will be able to change their preferred formatting in Your account.
Text to show on start page - Here you can customize your welcome message which is displayed on the Data reporting page:
Always show start page text - This setting ensure that the above text is always displayed and can't be removed by the user.
Logo - This is a setting that can only be used by Position Green admin users to connect your company's logotype for most of Position Green customers.
Reporting period dropdown filter setting - With this setting you can select which reporting period filter is the default.
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