Getting Started Company Settings
  • 12 Aug 2020
  • 1 Minute to read
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Getting Started Company Settings

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Article Summary


The Control Center

The Genuity Platform is highly customizable and the company setting section is the control center of your business. In this section you are able to add locations, create assignment rules, add permissions to each module, manage billing and even run custom reporting.

To get started with Genuity's Company Settings module:

Update your company profile. Add your time zone, company logo and more.

Company Profile

Add your company locations and link staff, assets, contracts, spend data, services and a whole lot more for better reporting.

Location

When you add all your staff in our company information page, we can give you a clear picture of how staff link to assets, contracts and locations. Manage, edit, archive and deletion are a breeze.

Adding Staff 
Managing Staff

Invite who has access to the platform. All staff by default have access to the help desk

Invite Staff

We make it easy to give access to different parts of the platform and customize who can access what.

Platform Permissions

Access or update your payment information and see invoice history.

Billing

Customize reporting categories in the platform such as DevOps, Advertising and more. In addition, customize email notifications you receive from the platform for alerts and helpdesk emails with your own logo, header and footer.

Customize

With Genuity reporting you can create reports for all departments and levels of the organization, answer questions by manipulating the data you choose and export it in the format of your choice.

Reports

Helpful Tips
Make sure you add your company's locations and staff in our company information page. When you add all your staff in our company information page...

  • we can give you a clearer picture of your assets by linking specific devices to those staff members and locations.
  • you can quickly onboard their devices with the self-onboarding discovery tool.
  • you can assign IT staff specific assets to manage.

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