Company settings

From the Company Info tab, you can update information and preferences for all users in your organization. This includes updating your logo, terms and conditions, non-disclosure agreements, and company preferences.

Access: To access these settings, you will need to be assigned to the Admin role for your organization.

Access company settings

You can update your company information from the Administration screen.

  1. From the menu, select Administration.

  2. Select the Company settings tab.

Preferences

The Edit company preferences window allows you to update configurations for all users in your organization. For more information, see Edit company preferences.

  • Click Preferences. The Edit company preferences window displays.

Displays your current logo. To update your company logo, complete the following:

  1. Click Update logo. A file selection window displays.

  2. Select your logo file. You logo file must be an image file (jpg, png, or jpeg) limited to a height of 80px.

  3. Click Open.

RFQ Terms and Conditions

Displays the terms and conditions for request for quote events. Last updated information, including the user name and date, displays below the text.

Edit terms and conditions

  1. Click Edit.

  2. Edit the text. You can enter up to 50,000 characters and use standard HTML to format and create links in your text.

  3. Click Save.

RFP Terms and Conditions

Displays the terms and conditions for request for proposal events. Last updated information, including the user name and date, displays below the text.

Edit terms and conditions

  1. Click Edit.

  2. Edit the text. You can enter up to 50,000 characters and use standard HTML to format and create links in your text.

  3. Click Save.

Non-disclosure agreement (NDA)

Displays the non-disclosure agreement text for request for proposal events. Last updated information, including the user name and date, displays below the text.

Edit non-disclosure agreement

  1. Click Edit.

  2. Edit the text. You can enter up to 50,000 characters and use standard HTML to format and create links in your text.

  3. Click Save.

Last updated

Was this helpful?