On this page you can edit a company's profile.
General Details tab
This tab contains the company's name, address, contact information, and any general notes about the company.
Assigning an SLA to a company
If you would like to assign a specific SLA to a company, add the Agreement field to the form using the cogwheel icon , and then select the relevant agreement from the list. Service records submitted by users who are part of this company will receive the agreement selected here, unless they have a specific agreement assigned to them individually. You can configure agreements under SLA --> Service Agreements.
Company expiration date
You may add the Expiration Date field to the company form using the cogwheel icon . When a company's expiration date has passed, the company is expired. Any users who are part of this company will no longer be able to log in to SysAid. To allow them to log in again, enter a future expiration date or delete the expiration date altogether.
Adding an unique customer logo for the End User Portal
Using the Logo field, you can upload a unique logo for each company you create in SysAid. The image you upload here is displayed to all end users from the selected company when they access the End User Portal. The maximum resolution for the image is 240*63.
Each company set up in SysAid can have its own helpdesk categories for its end users. This tab allows you to choose which categories end users in this company can select when they submit a service record from the End User Portal.
To add categories for a company:
- Choose a category, sub category, and third level category that is available.
- Press Add.
- Repeat steps 1 and 2 until all categories that should be visible to this company's end users are selected.
- Make sure to select the radio button Display selected categories so that your settings take effect.
You may remove any category you've chosen by clicking its respective Delete button.
You can enable all categories for a company by clicking the Display All Categories radio button and then clicking OK/Apply.
This tab shows a history of all changes made to this company's profile. Click on a version number to open a snapshot of how the company profile looked at that revision.
The Mobile tab is hidden, and controls which fields appear on the Company form in the Mobile App. To edit the fields that appear on this tab:
- Click the cogwheel icon on the upper menu bar. This opens the Design Form page.
- From the Tab list, select the Mobile tab.
- To choose which fields appear on the Mobile tab, follow the instructions found here.
The changes you've made are now reflected in the SysAid Mobile App.