FAQ's for "Organization Settings"

1. How do I access the organization settings?
   A: Click on your profile picture or initials, then select "Organization Settings" from the quick-start menu.

2. What information can I update in the organization settings?
   A: You can update the organization name, timezone, logo, currency, display mode, document validity, contact information, and more.

3. How do I update the organization name?
   A: Enter the new name in the "Organization Name" field and save the changes.

4. What is the purpose of setting a timezone in the organization settings?
   A: The selected timezone will be reflected on PDF downloads and other time-sensitive data in the system.

5. How do I upload an organization logo?
   A: Click "Choose File" in the organization settings to upload your logo. The logo will appear on documents and reports.

6. What should I consider when selecting a currency for the organization?
   A: The selected currency is used for calculating the cost of quality and other financial metrics within the system.

7. What is the display mode setting in the organization settings?
   A: Display mode allows you to choose between "Standard" and "Batch" modes for the Inspections module, depending on operational needs.

8. How do I set document validity in the system?
   A: Enter the validity period (in days) in the designated field to customize footer information on your PDFs.

9. Can I enable password expiry for my organization?
   A: Yes, you can enable password expiry to require users to change their passwords every 90 days.

10. How do I enable account lockout after failed login attempts?
    A: Enable the account lockout option to temporarily lock users out after five incorrect login attempts.

11. How do I manage global email notifications for all users?
    A: You can turn global email notifications on or off in the organization settings. This applies to all users.

12. What should I enter in the primary contact information fields?
    A: Include the name, email, phone number, and role of your organization’s primary contact person.

13. Can I add a secondary contact in the organization settings?
    A: Yes, you can add a secondary contact (name, email, phone number, and role). This is optional.

14. What happens if I don’t save changes made in the organization settings?
    A: Unsaved changes will not be applied and will be lost.

15. How do I ensure my organization’s settings are up to date?
    A: Regularly review and update organization settings such as contacts, timezone, and security preferences.

16. What is the impact of changing the display mode to "Batch"?
    A: Batch mode is recommended for inspecting large quantities of products, as it increases efficiency in the Inspections module.

17. Can I customize the document validity period for different types of documents?
    A: No, the validity period set in organization settings applies universally. Individual documents may specify their own validity if needed.

18. What should I do if the organization settings do not save correctly?
    A: Refresh the page or log out and back in. If the issue continues, contact technical support.

19. How do I revert changes in the organization settings?
    A: Before saving, cancel changes. After saving, you must manually re-enter the previous settings.

20. Can I control user access to certain organization settings?
    A: Yes, access is controlled by user roles and permissions. Only authorized users can make changes.

21. How do I deactivate global email notifications temporarily?
    A: You can temporarily disable global email notifications and re-enable them when needed.

22. What is the role of the secondary contact in the organization settings?
    A: The secondary contact serves as an additional point of contact for communication or emergencies.

23. How do I configure settings for multi-language support in the organization settings?
    A: Multi-language is typically managed at the user profile level. However, you may standardize language settings by providing user guidance.

24. Can I set different currencies for different departments within the organization?
    A: No, the currency setting applies organization-wide. Multiple currencies may require custom configurations.

25. How do I manage settings related to security and user access in the organization settings?
    A: Security features such as password expiry and account lockout are managed in the organization settings to improve account protection.