General settings

The Settings > General >section of Welcomin is the core of company configuration. Here, you can define the essential information that allows the system to function correctly and be customized for each organization. A proper initial setup ensures smooth process management and a better experience for all company users.

Let’s take a closer look at the available subsections:

Company Data

In this section, you can enter the basic company information, including:

• Company name
• VAT number
• Support email: this is the address where assistance requests from users (helpdesk) will be sent.
• Other general data useful for identifying and customizing the company profile.

This information is essential for proper communication management and system personalization.

Headquarters

Here you can create and manage company locations. For each location, you can enter specific information and indicate which one is the main location.
This distinction is useful for internal organization and for managing data related to people and activities.

Company Users

In this section, you can manage company users, meaning the people who have access to the system. You can:

• Add new users
• Edit existing user data
• Assign roles and permissions

Accurate user management ensures security and control over the operations carried out within the platform.

Roles

Roles allow you to define permissions and visibility for each company user. You can:

• View existing roles
• Create new ones
• Edit them based on your needs

Roles are an essential tool to ensure that each user can access only the features and data relevant to their responsibilities.

Login Footer

This section allows you to customize the system’s login page. You can add:

• A descriptive or informative text
• A representative image

This customization can be useful for internal communication or to reinforce your company’s identity.

Teams

Teams allow you to split the data in the database into distinct compartments. This feature is useful for:

• Better organizing information
• Limiting data visibility based on specific criteria
• Facilitating multi-company or multi-department management

The Settings > General section is the starting point for configuring Welcomin effectively and tailoring it to your company’s specific needs. A careful setup allows you to make the most of the system’s features and ensures a smooth and secure experience for all users.