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Table of Contents

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Through the Menu Icon, under Misc. Setup, click on My Organization, select Organization Management. Click Organization Management.

Menu Dropdown

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What do all of the fields mean on the Organization Management page?

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Organization Management Page

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FieldAction
  • Changes your organization's name
  • The primary person who Smart ERP is in contact with
  • The secondary person who Smart ERP is in contact with
  • The name, phone, and email associated with this user show up as the contact in emails
  • The attribute the theme is reliant on for customization
  • For example, if you select Business Unit, you can have different themes for each business unit

  • Changes the logo everywhere to this
    • i.e. login page, upper left corner of homepages
  • Must be an image that is in your system (for instructions on getting an image in your system, click here)
  • The logo that shows on mobile devices

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