Overview
The General panel allows Administrators to define the launch behavior of the application, as well as view various account- details.
Accessing Account Settings
1. Click on the Settings button in the bottom right corner, and then select the Account Settings option from the list.
2. By default, the General menu is displayed.
Launch Mode
Set the location within the application an end-user is launched to upon login.
Default Mode | Mode displayed upon login (Base Chart, Directory, or Custom Chart). |
Type | Type of chart or chart data displayed upon login (Base Chart or Custom Chart) |
Chart | Base Chart or Custom Chart displayed upon login. |
Administration
The Administration section provides the following information:
Company Name: | Set the 'Company Name' auto-text element. Auto-text elements can be placed on backgrounds. |
OrgID: | Unique identifier associated with your OrgChart account. |
Box Limit: |
The maximum number of records that can be loaded into your OrgChart account.
|
Seat Count: |
Number of available user seats that can be filled.
|
Download Activity Report | Download an Excel file detailing the login activity within your account. |
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