Product
Settings
Company
7 min
the "company" section in sanoflow is designed to manage organizational settings and financial configurations it includes two main sections organization and billing while the organization section allows for setting up and managing the organization's profile and operational settings, the billing section handles financial processes and invoices (coming soon) getting here although this feature can be seen by all users, but not all of it's sub features can be viewed by all the users admins , managers , and other authorized users can control different company settings this module can be accessed through the navigation list on your left side of the screen, then go to settings and then to company feature 1\ organization section the organization section is the hub for setting up organizational details, configuring preferences, and customizing settings that align with your business needs organization logo add or update the logo for your organization supports file formats png, jpeg, and gif under 10mb options change image replace the current logo remove delete the existing logo organization name specify the official name of your organization this name is displayed across the system where organizational identity is required website add a link to your organization's website for quick access or customer references user inactive timeout configure how long a user can remain inactive before being logged out timeout options 5, 10, 15, 20, 25, or 30 minutes currencies select currencies your organization accepts multiple currency options can be added from a dropdown menu, allowing flexibility for your payment operations currencies are relevant to companies that use payment integrations access to sanoflow support toggle the switch to enable or disable direct access to sanoflow’s support team for immediate assistance save changes after making adjustments, click save changes to apply them brand consistency upload your logo to maintain a consistent brand identity across all customer touchpoints global business add multiple currencies to cater to customers in different regions enhanced security set appropriate user inactivity timeouts to ensure data security in shared work environments 2\ billing section the billing section will soon allow users to manage financial details, view invoices, and handle payment related activities best practices regular updates keep the organization details (name, logo, website) updated for professional presentation and operational accuracy security configuration set a user inactivity timeout that matches your organization's security policies enable support access ensure the support toggle is activated to allow quick problem resolution when needed faqs what happens if i disable access to sanoflow support? you won’t be able to contact the support team directly via the platform, which may delay issue resolution can i configure currencies not listed in the dropdown? currently, you can only select from the predefined list of currencies when will the billing feature be available? the billing feature is under development and will be rolled out in future updates can i update the organization name later? yes, the organization name can be changed at any time by users with the appropriate access permissions be sure to click "save changes" after updating will changing the logo affect my existing workflows or data? no, updating your logo only affects the visual branding across the platform it won’t impact any workflows, user data, or system performance can i set different inactivity timeouts for different users or roles? currently, the inactivity timeout is a global setting that applies to all users in the organization role specific timeouts are not supported what if i accidentally remove my logo and don’t upload a new one? the system will revert to a default placeholder logo until a new one is uploaded is the support access toggle permanent once disabled? no, you can re enable sanoflow support access at any time by toggling it back on in the organization settings do i need to configure currencies if i’m not using any payment channels? no, adding currencies is optional and only necessary if you plan to integrate payment providers or handle transactions through sanoflow