Configuring Company Information

Company Information serves as the foundational organizational profile for your Magentrix portal, providing essential contact details, operational settings, and system parameters that are referenced throughout the platform in email templates, legal pages, user interfaces, and API integrations.

Understanding Company Information Impact

Where This Information is Used

Company Information appears in multiple areas across your platform:

• Email Templates: Contact information and organization details populate system emails
• User Interfaces: Organization name and details appear throughout the portal
• User Defaults: Locale settings become default preferences for new users
• Reporting: Fiscal year settings affect report filtering and financial data organization

Requirements

To configure Company Information, you must have:

• Administrator System Role permissions

Configuration Process

Accessing Company Information

1. Navigate to the Setup Home page
2. Click Manage > Company Preferences
3. Click Edit
4. Select the Company Information tab
5. Configure the relevant sections
6. Click Save

Company Information Configuration Sections

Organization Details

Purpose: Establishes your organization's primary identity and contact information.

Organization Name(Required)

• Enter your organization's official name as it should appear throughout the platform
• This appears in system emails, user interfaces, and legal documentation
• Consider using your full legal entity name for professional consistency

Organization ID(Read-Only)

• Unique identifier assigned by Magentrix to your organization
• Used for system identification and support purposes
• Cannot be modified by administrators

Contact Information(Optional)

• Phone: Primary organizational phone number for general inquiries
• Fax: Organizational fax number (if applicable for your business)
• Website: URL for your organization's main website
• Email: General organizational email address for public inquiries

Strategic Considerations: This information represents your organization publicly, so ensure accuracy and professionalism. Email templates and system communications will reference these details.

Address Details

Purpose: Provides complete physical address information for legal compliance and organizational identification.

Complete Address Information(All Optional)

• Street: Full street address including building numbers and suite information
• City: City or municipality
• State/Province: State, province, or regional designation
• Zip/Postal Code: Postal code for your location
• Country: Country designation

Compliance Importance: Address information is often required for anti-spam email compliance and legal documentation. Many jurisdictions require business address disclosure in commercial communications.

Locale Settings

Purpose: Establishes default regional and language settings that apply to new users until they customize their individual preferences.

Default Locale(Required)

• Select the primary country and language combination for your organization
• This becomes the default for new users until they change their individual settings
• Consider your primary user base geographic location

Default Language(Required)

• Choose the primary language for your portal interface
• New users will see the platform in this language initially
• Users can modify their individual language preferences after account creation

Time Zone(Required)

• Select the time zone that matches your organization's primary location
• Affects how dates and times are displayed for new users
• Critical for scheduling, reporting, and time-sensitive communications

Currency Locale(Required)

• Choose the currency format for financial displays and calculations
• Impacts how monetary values appear in reports and interfaces
• Should align with your organization's primary business currency

Public Calendar(Optional)

• Enable to allow public calendar functionality within your organization
• Affects calendar sharing and event visibility features

Fiscal Year Settings

Purpose: Configures financial reporting periods and date calculations for business reporting and analytics.

Fiscal Year Start Month(Required)

• Select the first month of your organization's fiscal year
• Critical for accurate financial reporting and date-based analytics
• Must align with your organization's official accounting periods

Fiscal Year Name Based On(Required)

• Choose whether fiscal years are named by their start month or end month
• Affects how fiscal periods appear in reports and date filters

Reporting Impact: These settings are essential for correct function of report filters and list views that use fiscal year calculations.

System Information

Purpose: Provides read-only system information about your Magentrix instance and resource utilization.

Platform Information(All Read-Only)

• Edition: Your current Magentrix edition level
• Products: Specific Magentrix products enabled for your organization (e.g., "Partner Community" and "Customer Community")
• Release: Current Magentrix platform version
• Instance Type: Deployment type (e.g., "Production", "Sandbox", and "Demo" )

License and Storage Information(All Read-Only)

• License Valid Until: Expiration date for your current Magentrix license
• Record Storage: Total database record storage allocated to your instance 
• File Storage: Total file storage capacity allocated for documents and media 
• Record Storage Used: Current utilization of database storage
• File Storage Used: Current utilization of file storage capacity 

Monitoring Value: Use storage information to plan for capacity needs and monitor resource utilization trends.

Configuration Best Practices

Information Accuracy and Completeness

• Professional Consistency: Use official organization names and contact details
• Legal Compliance: Ensure address information meets regulatory requirements for your industry
• Regular Updates: Keep contact information current as your organization changes
• Contact Verification: Verify phone numbers and email addresses are functional

Locale and Regional Settings

• User Base Consideration: Choose defaults that match your primary user demographics
• Business Alignment: Ensure fiscal year settings match your official accounting periods
• Time Zone Strategy: Consider whether to use headquarters time zone or primary user base location
• Currency Consistency: Align currency settings with your primary business operations

Integration Planning

• Email Template Coordination: Plan how organization information will appear in automated emails
• API Integration: Consider how external systems will use organization data
• Legal Documentation: Ensure information supports Terms & Conditions and Privacy page requirements
• Branding Consistency: Align organization information with overall brand presentation

Ongoing Maintenance

Regular Review Schedule

• Quarterly Reviews: Verify contact information remains current
• Annual Audits: Confirm fiscal year settings remain appropriate
• License Monitoring: Track storage utilization and plan for capacity needs
• Legal Compliance: Ensure address and contact information meets current regulatory requirements

Change Management

• Documentation: Maintain records of configuration changes and business rationale
• User Communication: Inform users about changes that may affect their experience
• Testing: Validate that changes to locale settings work correctly across the platform
• Coordination: Ensure changes align with other platform configurations and business systems

Company Information configuration establishes the essential organizational foundation that supports professional presentation, legal compliance, and proper system operation across your entire Magentrix platform.

<< About Company Preferences | Configuring System Settings >>