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Manage Company Settings

Review and update system-wide features and options

Barry Thomson avatar
Written by Barry Thomson
Updated over a week ago
  • Feature: Customize security options, notifications, and more.

  • Use: Configure company-wide settings to improve communication and security for all users.
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Prerequisites

To grant user access to the Company Settings page, group-level permissions must be enabled. Go to the side menu and select Manage > Permission Manager. Then, go to Menus > Web Menu > Settings and check the Company Profile box.

Opening the Company Settings page

Go to the top right corner of the page and click the icon. A menu displays. Select Company Settings.

The menu also contains a link to the Company Profile page. Learn more.

The page has multiple tiles. Expand a tile to review and update settings.

Setting

Description

Security

Manage password configurations. You can also enable the 2FA security feature. Learn more.

Cloud storage

Nektar is the default file management system. If you're looking for a more robust file solution to manage files across multiple office locations, you can upgrade that service with our partner, Egnyte. Contact Nektar support with queries.

Mapping

The default mapping service is Google Maps. You can change that setting (e.g. Google Streets, Esri Topographic, etc.). Learn more.

Work Orders

Organize work orders and customize settings, including prefixes and statuses. Learn more.

User Tracking

Check the box if you want to track user devices during working hours. Device locations are displayed on a map. Under development.

Create Asset

Auto-add a numeric prefix to every new asset. Learn more about creating assets.

Help

Add a link to an external help site or support document collection. Nektar adds the link to the Support folder in the side menu.

Miscellaneous

Set your company's time zone and default unit of measurement (i.e. metric or imperial).

Privacy

Enable these settings to enhance privacy and hide some data sets. Optionally, combine these settings with disabled edit permissions to grant support staff controlled access to data. Learn more.


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