Organization details and settings
Why update my organization's details and settings?
Updating your organization’s details and settings ensures that your eAuditor account accurately reflects your preferences, which allows you to conduct your day-to-day business smoothly while fully maximizing the platform’s features. You can tailor your experience by customizing your regional settings, branding, and default template access.
- Any changes you make to your organization's settings will automatically apply to everyone in your organization.
Formats
What you'll need
- Any eAuditor Plan
- Web app
- "Platform management: Organization" permission
- Full seat
Change your organization's date format
1. Log in to the web app.
2. Click your organization name on the lower-left corner of the page and select Organization settings.
3. Click Pencil icon Edit on the upper-right of the “Formats” section.
4. Under “Date format”, select the default date format for your organization from the dropdown menu.
Change your organization's time format
1. Log in to the web app.
2. Click your organization name on the lower-left corner of the page and select Organization settings.
3. Click Pencil icon Edit on the upper-right of the “Formats” section.
4. Under “Time format”, select the default time format for your organization from the dropdown menu.
5. Click Save changes.
Change your organization's metric settings
1. Log in to the web app.
2. Click your organization name on the lower-left corner of the page and select Organization settings.
3. Click Pencil icon Edit on the upper-right of the “Formats” section.
4. Select your organization’s default metrics from the dropdown menu.
5. Click Save changes.
Custom branding
Logos are the symbols that team members, customers, or stakeholders use to recognize your brand and to connect memories with the services you provide. Within eAuditor, you can customize your organization’s user interface so that your users see your logo when they log in to the web app and the mobile app.
What you'll need
- eAuditor Premium Plan or Enterprise Plan
- Web app
- "Platform management: Organization" permission
- Full seat
Upload your organization logo
1. Log in to the web app.
2. Click your organization name on the lower-left corner of the page and select Organization settings.
3. Click Pencil icon Edit in the “Custom branding” box.
4. Click Upload your logo or the existing logo under “Brand logo” to select the file from your computer directory.
5. Click Save changes.
Default template access
Default template access is a setting which controls the access rules each newly created template follows, rather than having to be set manually. Depending on how your organization uses eAuditor, you may want to restrict the visibility of new templates and inspections or seamlessly distribute them to everyone. That’s why we’ve made it possible to choose an option that works best for you.
Manage default template and inspection access
1. Log in to the web app.
2. Click your organization name on the lower-left corner of the page and select Organization settings.
3. Select Features at the top of the page.
4. In the “Templates and inspections” section, select the default access setting accordingly from the dropdown menu.
5. Changes are saved automatically.