Platform Configuration: Organizational Branding & Operations Settings

Contents

Naming Modules

Location: Admin → Platform Configuration → Organization branding → Naming

naming.png

Recommendation: NA

Implications: Updates the naming convention for the application in the following areas:

  • Top navigation bar
  • Within each module
  • Email notifications
  • Reports

Set Time Zone

Location: Admin → Platform Configuration → Operational settings → Time zone

Recommendation: Set this to the time zone of your HQ.

Implications: Email notifications will rely on this timezone, no matter where individual users are located.

time_zone.png

Set Language

Location: Admin → Platform configuration → Operational settings → Language

Implications: Selecting a language other than English will change the date format from MM/DD/YYYY to DD/MM/YYYY.

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Note: This will be the default language, but users can set their own language settings from their account under "My settings". Our Betterworks Go offering supports English + 1 other language.

Business Calendar

Location: Admin → Platform configuration → Operational settings → Business calendar

Recommendation: Divide this quarterly.

business_calendar.png

Implications: The default end date for new goals will be the end of the current quarter.

Grant Support Access

Location: Admin → Platform Configuration → Security → Support Access

Recommendation: Open access.

Implications: Allows Betterworks Support to access your organization for troubleshooting.

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