About Company Preferences
Company Preferences serve as the foundational configuration center for your Magentrix portal, controlling everything from basic contact information to security settings and user access patterns. These settings establish the operational framework that supports all user types, Security Roles, and modules across your platform.
Understanding Company Preferences
Central Configuration Hub
Company Preferences provide system-wide settings that affect:
- User Access and Authentication: How users log in and interact with the system
- Security and Compliance: Password requirements, encryption, and data protection
- Communication and Integration: Email settings and external system connections
- License Management: Monitoring and managing your user and feature allocations
Integration with Platform Architecture
Company Preferences work closely with other Magentrix systems:
- User Management: Settings affect how Employee, Partner, and Customer users access the platform
- Security Roles: Preferences establish baseline security that Security Roles build upon
- Team Access: Self-registration and user management settings
Company Preferences Categories
Purpose: Establishes your organization's identity, contact details, and operational parameters.
Key Settings:
- Organization Details: Organization name, ID, contact information (phone, fax, email, website)
- Address Information: Complete mailing address details
- Locale Settings: Default locale, language, time zone, and currency settings for new users
- Fiscal Year Configuration: Fiscal year start month and naming conventions for reporting
- Administrative Information: Edition, release version, instance type, and storage utilization
Purpose: Controls core portal functionality, branding elements, and application behavior.
Key Settings:
- Branding Configuration: Logos, and visual identity elements
- Application Settings: Default application behavior, mobile responsiveness, and user interface options
- SEO and Analytics: Search engine optimization settings and tracking integrations
- Email Configuration: System email settings and templates
- Application Paths: URL routing and navigation configurations
Purpose: Establishes baseline security requirements and authentication options.
Key Settings:
- General Security: Session timeout, cookie policies, maintenance mode controls
- Authentication Settings: Two-Factor Authentication, Single Sign-On integration
- Password Requirements: Minimum length, complexity rules, expiration policies
- Security Features: Various security enhancements and login protections
Purpose: Controls user registration processes and legal agreement management.
Key Settings:
- Self-Registration Configuration: Enable/disable self-registration, default role assignment
- Contact Management: Reuse contacts by email, CAPTCHA requirements
- Bucket Account Setup: Account ID for self-registered users without matching contacts
- Terms & Conditions: Site-wide legal agreements, privacy policy links, acceptance requirements
- Custom Pages: Custom sign-up and login page configurations
Purpose: Enables and configures Social Collaboration module features.
Key Settings:
- Social Collaboration: Enable Magentrix collaboration features for teams, partners, and customers
- Email Integration: Allow collaboration emails and notifications
- Address Compliance: Include company address in email footers for anti-spam compliance
Purpose: Configures external social media and communication links for portal footer.
Key Settings:
- Social Media Links: Facebook, Twitter/X, LinkedIn, YouTube integration
- Contact Integration: External communication channels and social presence
License Monitoring
User Licenses Table
Purpose: Provides real-time visibility into your user license allocation and consumption.
Information Displayed:
- Employee Licenses: Current allocation and usage for internal staff
- Partner User Licenses: Allocation and consumption for partner user access
- Customer User Licenses: Allocation and consumption for customer user access
- Partner Account-based Licenses: Account-level licensing allocation and usage
Strategic Value: This information is critical for:
- Capacity Planning: Understanding when additional licenses may be needed
- Usage Monitoring: Tracking adoption patterns across user types
- Budget Management: Aligning license consumption with business growth
- Team Access Planning: Understanding available capacity for delegated user management
Feature Licenses Table
Purpose: Shows allocation and usage of platform feature licenses and module access.
Information Displayed:
- Module Licenses: Which Magentrix modules are available to your organization
- Feature Allocations: Specific feature capabilities and usage limits
- Add-on Services: Additional platform capabilities and their usage status
Integration Considerations: Feature licenses affect which modules and capabilities are available for Security Role configuration and User Group content sharing.
Strategic Configuration Considerations
Initial Setup Priorities
- Company Information: Complete thoroughly as this populates legal pages and system communications
- Security Settings: Establish appropriate baseline security before creating users
- Email Configuration: Change default sender addresses and configure templates
- License Allocation: Understand your available licenses before user creation and role assignment
Ongoing Management
- Regular License Monitoring: Track usage patterns and plan for growth
- Security Review: Periodically audit security settings for continued appropriateness
- Compliance Updates: Keep legal information current for Terms & Conditions and Privacy pages
- Integration Coordination: Ensure Company Preferences support your User Group and Team Access strategies
Integration with User Management Strategy
Company Preferences establish the foundation that supports:
- Self-Registration Workflows: Members Settings enable Partner and Customer self-service user creation
- Security Role Implementation: Security Settings provide baseline requirements that Security Roles build upon
- Team Access Delegation: User registration and management settings support delegated administration
- Module Deployment: Feature licenses and collaboration settings determine available platform capabilities
Best Practices for Company Preferences Management
Configuration Strategy
- Plan Before Implementation: Review all preference categories before making changes
- Test Configuration Changes: Validate that preference changes work correctly across user types
- Document Decisions: Maintain records of configuration choices and business rationale
- Coordinate with Stakeholders: Ensure preferences support broader business and compliance requirements
Maintenance and Updates
- Regular Review: Audit Company Preferences periodically for continued appropriateness
- Change Management: Establish processes for updating preferences as business needs evolve
- User Communication: Inform users about changes that may affect their portal experience
- Compliance Monitoring: Ensure ongoing compliance with legal and regulatory requirements
Company Preferences provide the essential foundation that enables all other Magentrix functionality to operate effectively, supporting your users, Security Roles, modules, and business processes through comprehensive system-wide configuration.
Tutorial video for company preferences:
Configuring Company Information >>