Managing basic information
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    Managing basic information

    • PDF

    Article Summary

    Available in Classic and VPC

    At Manage basic information in WORKBOX service preferences, you can set company's basic information, organization system, shared WORKBOX environment, and more to suit the characteristics of the company using WORKBOX.

    Caution

    Service preferences > Manage basic information is a menu that is only accessible by WORKBOX admins. It is not shown on the WORKBOX screen for regular users.


    Manage company information

    You can set the company's basic information and the members' shared WORKBOX environment as follows.

    1. Click the Service preferences > Manage basic information menu at the left side of the screen.
    2. Click the [Manage company information] tab menu.
    3. Set the required information.
      workbox-workboxbasicinfo-01_en
    • Company name: Name of the company using WORKBOX
    • Representative (CEO): Name of the company's CEO using WORKBOX
    • URL: Company's dedicated URL to access WORKBOX, it can't be edited
    • Time zone: Time zone to use in WORKBOX
    • Date display format: Format in which dates are displayed in WORKBOX
    • Default language: Default language to use in WORKBOX
    • Multiple language use status: Whether another language is used other than the language set as default
    • Manage company logo: Whether company logo is to be displayed at the top left of WORKBOX login and all WORKBOX screens after the login
      • If you don't want to use the feature: Select Disable
      • If you want to use the feature: Choose from Display company name or Logo image
        • Display company name: Company name entered in Company name is displayed
        • Logo image: Click the [Logo image] button and add the image to display
    • Change color: Select default color to be used in all WORKBOX screens
    1. Click the [Save] button.
    Note
    • For the logo image, a transparent background and 380 * 112 pixels resolution are recommended.
    • Click [Preview] to check the changed color.

    Basic information settings

    How to set up organization system to suit the company's characteristics is as follows.

    1. Click the Service preferences > Manage basic information menu at the left side of the screen.

    2. Click the [Basic information settings] tab menu.
      workbox-workboxbasicinfo-02_en

    3. Click Job grade under the menu, and then check the basic information added.

    4. Click Job position under the menu, and then check the basic information added.

    5. Set the required information.

    • Add job position: Click the [Add] button
    • Edit job position's name: Click job position name to enter
    • Reorder job position: Click the arrow icon
    • Delete job position: Click the x icon
    1. Click the [Save] button.

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