Home - Company Menu

This menu, only available to Administrators, provides a short cut to menus and logs that may be used regularly but which are normally accessed through a number of other sub-menus in the Admin menu. The pages and tabs accessed though here hold a reduced set of options, as "information" fields and settings which will not normally be changed by the administrator once they are initially set up, are not included. The properties and options are described elsewhere in the documentation.

The pages available through this menu are:

• Company Settings - contains five tabs as follows:
• Security - contains most of the settings available in the Company Details - Security tab (go to Security for more information).
• Survey Channels - contains some of the settings available in the Company Details - Survey Channels tab.
• Branding - contains a number of settings and fields that allow you to set your own company branding onto the Reportal login page. These settings are only available on this tab (go to Branding for more information).
• Fiscal Calendar - allows you to set up a non-standard fiscal calendar such that you can later create reports based on your company's accounting time-plan.
• Other - contains most of the settings available in the Company Details - Other tab.
• Default Survey Settings - provides access to the page available via the Admin > Default Survey Settings menu item (go to Default Survey Settings for more information).
• Default Survey Data Template Settings - allows you to set up a default template for survey data for the company, then when a user in the company creates a new survey data template it will be created with these settings as default (go to Creating a Default Template for more information). The user can then edit the new template as required. Note that users can create their own default templates, which will then override the company default settings.
• Survey Messages - provides access to the page available via the Admin > Languages and Messages > Survey Messages menu item (go to Survey Messages for more information).
• Email Activity Log - provides access to the log page available via the Admin > Activity Logs > Email Activity Log menu item (go to Email Activity Log for more information).
• Transaction Log - provides access to the Transaction Logs page available via the Admin > Activity Logs > Transaction Log menu item .
• Survey Dashboard Usage - provides a report with an overview of the Survey Dashboard licenses used per company and project. A filter is first displayed to allow you to search for particular surveys, users etc.