If you are the Organization, Business Unit, or Site Admin, you can access our Web platform to create, edit, or view the following information:

Located at your Profile - Site Settings

Site Settings

Objectives

Categories

Situation Type

Site Settings

Set your Site Settings:

  • Site Name: Edit the name of your site

  • Site Default Language: Choose one default language per site

  • Currency: Select the Currency of the Site

  • Time Zone

Objectives

Set and cascade company objectives to your team.

Categories

Enable or disable the categories that will be available for Revs.

Situation Type

Choose all the situation types you want to include in your Quick Action flow.

VIDEO:

Did this answer your question?