Company
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).
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.
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.
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- Access to Sanoflow Support:
Toggle the switch to enable or disable direct access to Sanoflowโs 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.
The Billing section will soon allow users to manage financial details, view invoices, and handle payment-related activities.
- 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.
- Can I upload any file format for the logo?
- No, only PNG, JPEG, and GIF formats under 10MB are supported.
- What happens if I disable access to Sanoflow support?
- You wonโt 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.
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