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Version: 24.10

Information

This section provides specific organizational data, such as the name, reference email, the sector it belongs to, and a description of the company. Additionally, on the right side of the screen, more quantitative data is observed, such as the number of members that comprise it and the number of products it has contracted.

portalsettings

The Edit button allows modifying the organization's information, including its type.

portalsettings1

Fields that can be modified:

  • Organization name
  • Email associated with it
  • Type: defines the type of organization. Allows, for example, the association of multiple Client type organizations to a Partner type organization (service provider).
  • Language: allows setting a language from the available options.
    • Spanish
    • Catalan
    • Basque
    • English
    • Brazilian Portuguese
  • Country: allows defining the country of the organization.
  • Sector: allows defining the sector of the organization.
  • Partner: for Client type organizations, allows defining or modifying the partner.
  • Description: allows including a descriptive text.
  • Policy: allows applying a policy.
  • Status: allows activating or deactivating the organization.
  • Trial: allows including the organization's subscription in a trial period.