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 – Allow all or restrict users from specific domains to be invited to join the Resolution Intelligence Cloud workspace.
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 to invite users to join the tenant or organization workspace only from these domains. While entering a list of domains, separate each domain by a comma.

12. Click Save to update the changes.

Custom Branding

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

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

15. 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

16. 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.