Setting up your Organisation Settings is the very first thing that you will do in Assurance. Please note, to perform these actions you will need to be an Administrator.
The following guide provides step-by-step instructions on how to:
Change your Notification on Import Settings
View the History of Changes Made to your Organisation Settings
To Change your Notification on Import Settings
1. Click the gear in the top menu, which will take you to settings.
2. Select the organisation button in the General section.
3. Click Edit
4. Scroll down to the Notifications section.
5. Check or uncheck the boxes depending on your preferences. For example all three boxes are checked in the below example meaning that
- Notifications will be sent
- Your logo will be included in the notifications
- Notifications will be sent on import
Note: To amend any of these selections you would simply uncheck the box beside the option.
6. Click Update, once you have made your selections.
To View the History of Changes Made to your Organisation Settings
1. Click the Gear in the top menu.
2. Select the Organisation button in the General section.
3. Click the History tab and this will display records of any changes made to your organisation settings.
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