Company Settings

To update your company settings, go to the settings icon in the top right corner. Choose settings, scroll down to Business Settings, and click on Company
NOTE: See step-by-step details below.

Select your company preferences

Company Name

Official Company Name

Company Nickname (for emails)
Enter the name you would like to use for communications; for example, your legal business name might be "Smith Winery Partners LLC" while your nickname might be "Smith Winery."

Enter Company Contact Details
Address, phone number, and the primary contact.

Activity Log Types
Manage your list of Activity Types - the system can be used to track events from vineyard pruning to member pickup parties. Record the date and details you wish to retain for future reference.

Logo for forms and emails

Upload the logo you want to use to brand your outbound forms and emails (.jpg or .png formats).

Click the first icon with an up arrow to upload image, the magnifying glass to view the current image, or the third icon with a down arrow to download the current image.

Track store for employee shifts?
Toggle on (toggle will be blue) to associate a punch-in with specific store locations.

Track employee lunch breaks?
Toggle on (toggle will be blue) to track lunch breaks for hourly employees.

Minimum lunch break
Enter the minimum number of minutes for a lunch break.

Send end-of-break alerts via SMS
Toggle on to send an SMS alert to a user when their lunch break is over if their mobile phone number is set in the system.

Password strength required
Strength of password required for Company login - "moderate" or "strong" recommended.

Browser tab icon
Enter the image to use as a favicon (the image next to the webpage name in the tabs and/or bookmarks). The image should be a png or jpg, 64 x 64px.
Click the first icon with an up arrow to upload image, the magnifying glass to view the current image, or the third icon with a down arrow to download the current image.

Company Privacy Policy
Upload your Company Privacy Policy in html format. Click the first icon with an up arrow to upload HTML, the magnifying glass to view the current policy, or the third icon with a down arrow to download the current html.

Company Settings

Select your company preferences

Company Name

Company Nickname (for emails)Enter the name you would like to use for communications; for example, your legal business name might be "Smith Winery Partners LLC" while your nickname might be "Smith Winery."

Enter Company Contact Details Address, phone number, and the primary contact.

Activity Log TypesManage your list of Activity Types - the system can be used to track events from vineyard pruning to member pickup parties. Record the date and details you wish to retain for future reference.

Logo for forms and emails

Track store for employee shifts?Toggle on (toggle will be blue) to associate a punch-in with specific store locations.

Track employee lunch breaks?Toggle on (toggle will be blue) to track lunch breaks for hourly employees.

Minimum lunch breakEnter the minimum number of minutes for a lunch break.

Send end-of-break alerts via SMSToggle on to send an SMS alert to a user when their lunch break is over if their mobile phone number is set in the system.

Password strength requiredStrength of password required for Company login - "moderate" or "strong" recommended.

Company Privacy PolicyUpload your Company Privacy Policy in html format. Click the first icon with an up arrow to upload HTML, the magnifying glass to view the current policy, or the third icon with a down arrow to download the current html.