Company settings

Company settings

Default settings

Info
These settings are accessible to admins only. They are applied company-wide to users who have not configured their own settings. See how to configure your own settings in MY PROFILE.
  1. Default environment: this field will show which environment was used to log into the system or which environment was last selected via the USER MENU. Also, you can use the drop-down to switch between environments. To see changes, refresh the page.
  2. Tabs count: the maximum number of tabs that any user can open at a given time on this environment.
  1. Registered office: initially, the registered office field is left blank. During the setup process, you can input the official business address of the company.
  2. Scheduler view: configured view will appear when Scheduler is opened for the first time by any authorized user within the company. After the Scheduler has been used, this field will display the last selected view.
  1. Enable login message: enter a login message and check the setting for users to see it on logging into the system.
  2. Location's network: enable this setting to be able to view connected locations in the locations' network.
The following settings enable you to independently configure Help button links. You can choose to use the default Auditdata knowledge base and support center or redirect users to your own user guides, training materials, and support systems. After setup, the HELP menu links will direct you to the right resources.



  1. Help center URL: This field allows you to specify the URL for the company's help center. When users click the "Help" button, they will be redirected to the page defined in this setting. By default, the URL is set to https://support.auditdata.com/portal/en/kb/auditdata-manage.
  1. User manual URL: This field is used to provide the URL for the company's user manual. When users need detailed instructions or guidance, they can access the user manual through this link. The URL must follow the format http:// or https://.
  1. Support center URL: This field specifies the URL for the company's support center. Users can access support resources and contact information through this link. The URL will be validated to ensure it is not empty and follows the correct URL format.

Localization settings

  1. Region: from the dropdown, select which regional settings will be applied. This will affect which currency and week start date are chosen as well as how numeric values are displayed.
  2. Week start day: define the first day of the week for Scheduler.                
  3. Language: here you can choose the default language for users across your company.                 
  4. Time format: 12 or 24-hour clock formats are available to select from.                    
  5. Date format:  chosen format will appear on the CREATE APPOINTMENT dialog in Scheduler.
  1. Currency decimal digits: define how many digits will be displayed after a decimal separator.
  2. Currency group separator: define a thousands separator for large currency numbers (e.g., comma, point, space).Currency decimal separator: specify which separator (e.g., comma, point) will be used when displaying currency decimals.
  3. Currency decimal separator: select a symbol to use as the decimal separator in currency amounts, in accordance with the standard practice of your country.
  4. Currency: specify the currency that should be used in financial transactions.
  1. % decimal digits: define how many digits will be displayed after a decimal separator (e.g., comma, full stop) in percent values.
  2. % group separator: define the group separator for large percent values (e.g., comma, point, space).
  3. % decimal separator: define the decimal separator (e.g., comma, point) for percent values.

Users

Here you can see all users in the company. Use the search option to find a user. You can edit the user you found or create a user.

Roles

Info
Two roles are default: Admin and User role. They cannot be modified or disabled. To see which permissions are available for each role, go to the PERMISSIONS tab of the corresponding role. 
To create a new role, click +ROLE. The role type of the manually created role is always CUSTOM. 
On the CREATE ROLE dialog:
  1. Enter the name and, optionally, a description. 
  2. Select PERMISSIONS depending on the tasks that will be required for this role.
  3. If required, choose specific REPORTS that will be accessible for this role.
If a role is created for the AzureAD user, this role needs to be assigned an AzureAD Security Group ID. This ID is used to map user permissions in AzureAD to user permissions in Manage via one or more Manage roles. If several roles in Manage are assigned the same ID, they will all be available for the AzureAD user with this ID.

You can search the roles list by: name, description.

Environments

On this tab, you can see all available environments, both enabled and disabled. Environments are pre-configured by Auditdata and cannot be modified.

Domains

Here you can add a domain via the +DOMAIN control. You can use different domains for different groups of users in the company.

Products

This tab lists all available products to be used within the Manage system. Products are pre-configured by Auditdata and cannot be modified.

Languages

This tab lists all available languages to be used in Manage. Languages are fully pre-configured by Auditdata and cannot be modified.


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