General Setup

Definition

Customizing your company profile, creating reports, setting security preferences and choosing a subscription package.

Areas

General Setup Settings cover the following areas/issues:

• Preferences – maintaining your company contact and locale data.

• Reports – customizing and managing your reports.

• Subscription – managing your subscription.

• Security – configuring application security options.

All of the settings described in the following sections can be accessed via corresponding links from the Setup tab of your Support Desk.

Tips

Always keep these setting and records up-to-date because question processing relies on them.

Next: Preferences