In this section, you'll learn the steps to make changes to your company details using the steps below.

From Settings (1), click the Groups Tab (2)

The Edit Group (3) area allows setting of the Internal and External Display Names as well as setting group specific prefixes for Order, Job and Docket (e.g. EXC-DKT-01).  

Time zone and time display are also controlled here as well as the physical street address for the Group.

Users, Administrators and Monitors

These areas manage the people aspects of the group.  See the following articles for more information:

• Managing Users


• Managing Administrators


• Monitors - Receiving Notifications on Behalf of a Group

File Codes

File codes and cost codes can be set specifically to the group.  This allows dockets to be filed for job costing using a structure that is relevant to each project.