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How do you access Organization Management?
Through Organization Management can be accessed through the Menu Icon, under Misc. Setup, click on Organization Management.
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What do all of the fields mean on the Organization Management page?
You can change any of the fields on the Organization Management page. Use the chart below to understand what each field means.
| Organization Management Page |
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| Field | Action |
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| - Changes your organization's name
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| - The primary person who Smart ERP is in contact with
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| - The secondary person who Smart ERP is in contact with
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| - The name, phone, and email associated with this user show up as the contact in emails
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| - From the Organization Theme Builder
- Changes the default theme to be used
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| - 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
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| - 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)
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| - The logo that shows on mobile devices
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