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General Settings

General Settings Overview

Company Settings​

This section groups all information related to your company.

General Information

General Company Info

You can modify company details using the "Edit information" button. This includes:

  • general information,
  • legal representative,
  • banking information,
  • location.

To add banking details, click on "Add banking information", fill in the form, and save.

Departments

This section allows you to manage company departments.

Departments Management

Click on "New department", fill in the form, and save.

Taxes

You can configure the taxes used within the application.

Click on "New tax", fill in the form, and save.

Tax Settings

The action icons allow you to edit or delete a tax.

Job Positions

This section allows you to define the job titles/positions held by employees.

Job Positions Management

Click on "Add a position", fill in the form, and save.

Standardization Settings

Enter the IFU number (Tax Identification Number) and the key, then validate.

Normalization Settings

Multi-Company Settings​

Companies

This section allows you to register multiple companies.

Multi-company List

Click on "New company", complete the form, and save.

Offices

You can associate offices with your companies.

Offices Management

Click on "New office", fill in the form, and save.

After creation, the action icon allows you to associate employees with the office. Click on "New member", fill in the form, and save.

User Settings​

User Settings Overview

Users

This section allows you to manage platform users.

  • Click on "Create a user"
  • Fill in the form, and save
Create User Form

You can also import or export users.

Import and Export Users
  • Import

Click on "Import / Export", then on "Download a template". Fill in the downloaded file, select it via "Choose a file", then save.

  • Export

Click on "Export" to download the user list in Excel format.

Process Teams

Process Teams

Click on "Add a team", fill in the form, and save.

To add multiple members, use the "Add a member" button.

Roles

Roles Management

This section allows you to create roles to be assigned to users. Click on "New role", complete the form, and save.

System Settings​

Email Message Configuration

Email Configuration

You can configure messages sent via email, including:

  • quote sending and reminders,
  • payment notifications and transfer orders,
  • deposit invoices and related reminders,
  • Tender (AO) transfers,
  • customer surveys,
  • project document sending,
  • project manager assignments.

For each message, edit the content, add elements if necessary via "Add elements to content", and save.

SMTP Settings

Enter your SMTP details and save.

SMTP Settings

IMAP Settings

Enter your IMAP details and save.

IMAP Settings

Header and Footer

Configure document headers and footers according to your needs, then save.

Header and Footer Settings

GrapesJS Public Key

Enter the public key and save.

GrapesJS Key

File Types

Click on "Add a file type", fill in the form, and save.

File Types

Validation Workflows (Circuits)

Click on "Add a validation circuit", complete the form, and save.

Validation Workflows