Company Settings help you adjust the details of your Company account.
Access Company Settings:
1. Clicking your profile photo from the top bar and selecting Company Settings from the drop-down menu
The Company Settings page has 6 sections:
1. Company info;
2. Branding;
3. Settings;
4. Supplier scoring;
5. Properties;
6. User & Licences;
7. Teams;
8. Teams allocation.
1. Company Profile
From this section, you can:
- Add company name;
- Add country;
- Add city;
- Add address;
- Add Website.
All I have to do is click the "edit" button to fill in the fields, then click "Save".
The “Company name" field is mandatory.
2. Branding
From this section, you can:
- Add company logo;
- Choose accent color;
- Add general phone number;
- Add a general email.
3. Settings
From this section, you can choose the main currency for your account.
4. Properties
Here you can define different properties for the following fields:
- Suppliers categories
- Budget categories
- Business unit
- Risk
- Segment
5. Templates
Here you can create a template for items that you can use in events.
5. Supplier scoring
Here you can define the scoring matrix you wan to use for your suppliers
7. Users & Licences
Here, you can manage your licenses and users. You have the following actions:
- Add/delete users;
- Deactivate/activate users
- Set user rights at the account level;
- You can see the licenses assigned to the account and the unassigned licenses;
- You can set the role of users.
You can request a license. Click "+request license". A new modal opens and you can write as many licenses as you want.
After submitting the request, a Prokuria consultant will contact you shortly.
8. Teams
Here, you can add teams.
9. Teams allocation
You can assign account users to a created team.
Are you stuck somewhere? Don't worry, we're here for you. Drop us a mail at support@prokuria.com and we'll get back to you.