Company settings

The page

Settings › Company settings is for company admins; the server refuses changes from anyone else. The card at the top shows your Company ID for the phone app with a Copy button: it is the first part of your company’s web address, chosen at sign-up, and only BMexa can change it. Below it, the tabs.

1. Copy the Company ID when onboarding someone to the phone app; they enter it with their username.
2. Pick a tab: Features, Company, Dropdown options, Audit log, Location tracking, Plan & billing (billing admins) and Security (admins). Channel partner firms also get Approval chain.
3. On Company, choose the Company time zone (Asia/Kolkata by default) and click Save. Today’s follow-ups, the Pending and Future chips, the dashboard’s “today” and every date filter follow this clock wherever the server runs.

The tabs

• Features: per-person access to clients, bookings, modules and dashboard widgets, including data masking. See Roles, departments and feature access.
• Dropdown options: the lists your team picks from: activity types, follow-up responses, success and dump reasons, lead sources, project statuses, requirement types, purposes, enquiry types and sources of fund. Edit and click Save changes.
• Audit log: every change as the database recorded it, plus the security log of failed sign-ins. See Activity logs and the audit log.
• Location tracking: Capture employee locations on or off for the whole company, a Routine reading every 25, 40 or 60 minutes during each person’s reporting hours, a reading on an activity at most every 25, 40 or 60 minutes, and the Working days. Who is tracked, and their hours, is set per person on the Users page; readings are kept 90 days, and each person agrees once the first time they sign in after being switched on.
• Approval chain (channel partner firms): the default chain for bookings and the Fallback approver.
• Plan & billing: your plan, changing it and paying. See Plans and seats.
• Security: Require sign-in codes for everyone. See Devices and sign-in.

Settings that live elsewhere

• Number series are per project: in Add project or Edit project under Number formats, set a Prefix (up to 6 characters) and Type label (up to 10) for the booking number, application number, invoice (demand) number and receipt number, and the Zero padding (4, 5 or 6 digits). A receipt is numbered when accounts verifies it, in verification order; receipt and demand numbers restart at 1 every 1 April, application and booking numbers run on.
• Branding on documents (logo, signature, stamp, colour, letterhead, footer) is per project too: Projects › Document look on the project’s row, with Preview receipt, Preview demand letter and Preview statement, and Use these settings on all projects to copy them everywhere.
• Dropdowns, WhatsApp Business, duplicate leads, pixel tracking and integrations are reached from Account › Settings and from Marketing.
• Builder holds are made in the project’s inventory, not in settings.

Related

• Roles, departments and feature access
• Activity logs and the audit log
• Devices and sign-in