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Organization Management Page




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

Image Modified

  • 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
Employee Onboarding Constants
  • To define the values to be used as constants in the onboarding

Image Modified
I-9 Processing - Constants
  • To define the value of constants in the I-9 process

Image Modified

Note: For these changes to take place, you must sign out.

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For instance, if a theme is defined for a specific company attribute and logo is not defined, and then the invitation is created choosing that company attribute, the candidate's process picks up the theme defined in the Attribute Revision and logo from Organization Management. For details on customizing the theme in Attribute Revision, please click here.