Account settings

Account settings

Account settings overview
The account settings is an area in which to configure information for the company - any changes here are done for the whole company, so tread carefully. Th...
Account settings
In the Account settings section, you can manually add the following information: General, Permissions, Adverse events, Work orders, Activity categories, Sit...
Import account settings
In this section, you will be able to upload all information needed for reports, work orders, sites, assets, sub-assembly components, personnel skills/groups...
Importing reports
In order to import 'reports', you will need to be an administrator and have access to the Account Settings. You can find an example file in the foll...
Importing work orders
In order to import 'work orders', you will need to be an administrator and have access to the Account Settings. You can find an example file in the ...
Importing sites
In order to import 'Sites', you will need to be an administrator and have access to the Account Settings. You can find an example file in the follow...
Importing assets
In order to import 'Assets', you will need to be an administrator and have access to the Account Settings. You can find an example file in the follo...
Importing subassemblies and components
In order to import 'Subassemblies' or 'Components', you will need to be an administrator and have access to the Account Settings. You can fi...
Importing personnel
In order to import 'personnel', you will need to be an administrator and have access to the Account Settings. You can find an example file in the fo...
Account Settings: Permissions
In order to import 'Permissions', you will need to be an administrator and have access to the Account Settings. You can find an example file in t...