General platform settings

One of the first configurations that we must make on the platform is the general information about our company.

Where can I find this option? → Left side menu → Settings → General Settings.

Please note that this option will only be available if you have the following permissions enabled: Company information.

In this section, we will find 3 tabs:

General Information

In this section, we will fill in our company's tax information. To proceed, we must click on "Edit" (top right) and then we will be able to edit all the fields:

1. Logos: in these fields we can define the logos of our company that we want to be visible in the upper area of the platform as well as in the Dashboard (the platform's home screen). The ideal dimensions are 720px x 1600px.
2. Company tax information: It is important to configure information such as the company name, CIF, telephone number and address.
   
3. Additional company data: we can define more technical company data such as the time zone in which it is located, the main language, the URL of the company's official site, as well as a possible URL for the e-sales site. We will see that we can add links to our Power BI, TeamViewer or Google Analytics. These fields are NOT mandatory. However, in this section, it is very important to configure the Google API Key that the system should use. If this data is empty or incorrect, we will not be able to use tools such as drawing roofs in the web simulator, creating a client (or an opportunity) from the platform, etc.

Please note that the Google API Key can be our own or Ezzing's. This information will be defined by contract.

General settings

In this tab we will define the default information that will be displayed about our company. To modify any of the data, we must click on "Edit" (top right) and then we will be able to edit the fields:

1. Default campaign: In this section, we will define which channel, subchannel and customer entry campaign will be the default when a customer enters our system through the web simulator.
   
2. Company Colors: Here we will define the two main colors of our platform.
   
3. Contact emails: in this section we will define which emails are for internal contact. We will be able to define in which cases we can contact each email address.
   
4. Privacy Policy: This is the point where we must enter the information corresponding to the privacy policy and legal information of our company. This information will be available to the client from the Client Portal.  
   
5. Additional information: in this section, we will define other data to be taken into account by the system, such as: what sign we want to separate decimals as well as thousands, the currency we want to work with and where the currency symbol should be placed in reference to the numbers and if we want to use the currency abbreviation.
   

Banner

In this section we can configure a message visible to all users of the platform when they log in.

Remember that this option will only be available if you have the "Banner" permission enabled

First, you will need to activate the option "Activate the banner when the user logs in". Next, the platform allows you to add a title to the banner and, by clicking on "add banner" an editor similar to the "Create emails" editor will open , with which you can design your banner with a completely customized message according to the message you want to convey to other users of the Platform.

The banner title will also be displayed on the "Profile" icon that appears at the top right of the Platform view for users to consult at any time.

We must remember to click "Save" whenever we make any changes.

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