Company Settings

The company settings section of GleanQuote is where admin users can change company-wide settings.  Only admin users have access to Company Settings.

On the Company tab of Company Settings, you can:

• Enter your company information, including your company logo, which will be used on all email notifications to clients.
• Enter your default company time zone and currency.

On the Users tab and sub menus, you can:

• Add new users
• Create new roles and change permissions for viewing/editing records
• Create Assignment Rules, which would only be used for automatic assignment of accounts that are bulk imported.

On the Customization tab and sub menus, you can:

• Reorder the way fields are displayed on the account/contact/product/supplier/proposal detail pages.
• Create Custom Fields
• Change which fields are required for creating new records
• Manage Tags for different record types

On the Billing tab, you can:

• Edit the credit card associated with your account
• See invoices for past charges
• Change your subscription plan, including increasing your Proposals Sent limit, or adding additional GleanView modules.

On the Deletion Log tab, you can see a detailed log of records that have been deleted from your account and restore records.