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Organization Account Settings

This is the settings page where you can modify your organization's settings. This page is only accessible to users who are part of the Administrator group.

Organization Settings

Within our account settings, we have the following fields to customize:

  • Organization Name: Enter your organization's name here.
  • Language: Choose your preferred language from the dropdown.
  • Organization Time: Set Your Organization Base Time for Process OverDue / SLA Calculations. Please verify that it matches the local time of your organization. Overdue times for process steps will be calculated based on this adjusted time.
Logo Upload

On the right side, upload your organization's logo (40px height, 150-200px width). Check the boxes to display the logo on forms and printed forms.

SLA Setting

SLA Settings: In this section, you can configure:

  • Working Hours: Set your organization's working hours.
  • Week Work Days: Define the working days in a week.
  • Holidays: Add holidays, including religious holidays or any other non-working days.
Example: This setting is utilized in scenarios where no user is involved. For instance, if a process step has a deadline of 2 days and it's Friday with off days on Saturday and Sunday, the system will calculate 2 working days, extending the deadline to Tuesday. Additionally, the system will factor in holidays, apart from regular week holidays, when calculating deadlines.

Notifications

Email Setup: This is the global email configuration that applies to all processes.

When setting up the email template, you choose from a dropdown whether it is intended for on Assignment or on Document Completion/End events.

After selecting the event type, you need to set your email subject and email body. You can append form fields, such as the initiator's name or creation time, by using the expression icon and adding them to the email subject or body. This email will be sent to the user to whom the process is assigned or to the initiator when the document is completed.

License

This is the tab where you can view your account license information, including the license status and expiry time.

Additionally, you can select your contact person, contact email, and contact phone number. These details allow NileDesk to contact the main person in your organization in case of any account-related queries.