Can you explain company settings?

Company Profile 
You can add information about your company including name, website, and a short description. This information is controlled by the company admin if there is one. You can open the panel on the right side with the arrow, and you will Settings, Admins and Domains 


Settings, Admins and Domains

Under settings, you can require your company users to require a stronger password, you can choose if you company is a single team or many teams, allow any users to create a team vs controlled by the company admin, you can turn on categories, or choose to categorize deals by divisions and departments.  You control the list of company admins here (only admin can add other admins) and if your company has different domains that should be within the same company network on Candex, let us know and we will add more domains for your company.

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Teams 
When you add a new team in the settings, your company will case to operate as a single team but rather you are choosing to build isolated teams in your company.  This makes sense when you want to segregate certain information amongst smaller groups like departments. All users not on a team will still be able to use Candex uninterupted. This multi team capability is usually used with companies over 300 employees and employees can be on multiple teams.  Only admins or owners of a team can add users to that team. 

In the settings, team admins can change the name of the team and under users, they can management the membership. 


Categories
Companies can build a list of categories available to users in the organization to choose when integrating to business partners. Categories are basically how you would like to keep track of information...ie for the things your company is buying and selling. Categories can be configured on the right side, including Settings, reports, admins, preferred and blocked vendors, aand custom payments fields.  Learn more about categories.


Payment Entities

Companies can build a list of entities available to users in the organization to choose when adding payments to business partners. If there are no entities, your users will not be able to make payments.  Learn more about entities.


Divisions and Departments

These are used by companies to organize their deals and payments.  Departments are usually things like Human Resources or marketing, where divisions are usually organized by product line. 

 

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