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.

The account settings are found on the top menu bar, identified by the cogwheel and the name of your company.

There are two main areas in the Account Settings: Account settings and Import

The import tab is used for the import of the reports, work orders, sites, assets, subassemblies, components, personnel skills and groups, transport certificates and groups, departments, permissions, personnel roles and audit log. All information is this way predefined and the user will not have to create all the information manually.

Links to related knowledge articles:

• Account settings
• Import Account settings
• Importing reports
• Importing work orders
• Importing sites
• Importing assets
• Importing sub assembly and components
• Importing personnel
• Importing skills and transport certificates
• Importing settings: Departments
• Importing settings: Permissions
• Importing settings: Personnel roles
• Import files (with examples)
• Export account settings
• How to use mapping types when importing files