Account Information Overview – Netenrich

Table of Contents:

This article enables you to learn and manage your account information, including your basic details, settings, and your organization's branding logos.

The Account overview allows you to view and manage account information, account settings, and brand settings when you log in as a user from the defined hierarchy (domain, or organization or tenant) in the Resolution Intelligence Cloud. However, the user must have the required set of permissions to edit the account information. The page provides the following information:

Account Details – The details about the domain, organization, or tenant. It depends on the level at which you logged in.
Account Settings – You can allow all users or restrict invitations to users from specific domains to join the Resolution Intelligence Cloud workspace.
Set the account status to Live to enable monitoring and activate downstream services such as Streams, Escalations, Notifications, Dashboards, Signal Pipeline, Situations, and ActOns. If needed, you can revert the account status from Live to In Progress; however, this change will temporarily affect the availability of these downstream services until the account is set back to Live. Additionally, you can configure business hours to define when system notifications and escalations should be delivered to users.
Custom Branding – Customize the appearance of your brand by adding a logo and a favicon.

Permissions required

Only users with the following roles can access the Account Information overview page:

Account Owner
Global Administrator
Configuration Manager

Managing account information

Use this procedure to view and modify the account details.

To modify the account information:

1. Do one of the following to access configurations:

Click the Configurations icon at the top of the navigation bar.
Click the hamburger menu on the left and select CONFIGURATIONS.

2. From the left menu, under Account Information, click Overview. You will be redirected to the Overview page.

Account Details

3. Review the details of the user account on the Account Details tab.

4. Click Edit Details to modify the account information.

5. Provide the information in the Company Details section.

The following table provides a description for each field in the Company Details section.

Field name	Field description
Company Name	The name of the company at the domain, organization or tenant level.
Industry	The industry type of the company.
Description	The description of the company or tenant.
Account Type	The type of account. Possible values: Domain Organization Tenant
Website	The official website of the tenant, organization, or domain.
Time Zone	The time zone in which the tenant, domain, or organization operates.
Address Line	The address of the tenant.
Address Line 2	Additional details about the tenant’s address.
Zip	The postal code of the tenant, organization, or domain.
Country	The country where the company is located.
State	The state where the company operates.
City	The city where the company operates.
Tenant	The name of the tenant.
Website	The official website address of the domain, organization, or tenant.
Time zone	The time zone of the domain, organization, or tenant. This depends on the level at which you have logged in.

6. Provide or modify the existing contact details of the user in the Contact Details section.

The following table provides a description for each field in the Contact Details section.

Section	Field name	Field description
Admin Contact		Contains the contact details of an admin.
	Admin Name	The name of the admin.
	Email	The email address of the admin user.
Technical Contact		Contains the contact details of the technical team.
	Admin Name	The name of the admin.
	Email	The email address of the admin user.
Billing Contact		Contains the billing contact details.
	Admin Name	The name of the admin user who is responsible for billing.
	Email	The email address of the admin user who is responsible for billing.

7. Click Save to update the changes made to account details.

Account Settings

8. Click the Account Settings tab to change the settings.

9. Click Edit Settings to modify the values.

10. Turn ON the Allow users from other domains toggle to invite users only from the specified domains. This enables the Specify Domains field.

11. Provide the domains from which users can be invited to join the tenant or organization workspace. When entering multiple domains, separate each one with a comma.

12. Set the operational status of the account to Live to make it fully operational. You can revert the account status from Live to In Progress at any time by selecting In Progress.

13. By default, business hours are set to All Times.

14. Click Edit to configure business hours. This opens the Business Hours window.

15. Select Custom to choose specific days of the week and time ranges during which notifications should be received.

By default, the time zone is set to the user's profile time zone. However, you can change the time zone to specify when system notifications and escalations should be delivered.

16. Click Save to update the changes.

Custom Branding

17. Click the Custom Branding tab to customize the appearance of the domain, organization, or tenant platform page to meet the respective company’s brand.

18. Click Modify Branding to enable the fields and upload the image and favicon.

19. Click on the pencil icon to browse and upload the logo from your local system. The logo is displayed on the top left corner of the platform.

The images must meet the following criteria:

Supported file formats: PNG, JPEG
Maximum file size: 300 KB
Resolution: 160*24 pixels

20. Click on the pencil icon to browse and upload favicon from the local system in the Favicon section. The favicon uploaded is displayed on the browser tab of the Resolution Intelligence cloud platform.