Set-up or change the Company's Details in ITMS

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Set-up or change the Company's Details in ITMS

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Overview:

The details in ‘Global Options’ window is the information displayed on a company’s documents/forms (e.g. Invoices, Purchase Orders, etc.) that are printed or emailed from ITMS. Company details in ITMS can only be changed when the user logs onto ITMS using the ‘ADMIN’ user logon and password. This administration logon is usually only known to the ITMS Power User and/or Management. The user should always log off of the administration user session after completing any changes and before resuming their normal tasks within ITMS as their own logon.

 

Log onto ITMS as the “USER – admin”, and the password for the admin user. Click on the Administration button (see below) to open the Administration menu. Click on the ‘Global Options’ icon, to access the details window.

 

 

Click in the required field to edit as necessary. Click on the Save icon (as shown) to save the changes and then click on the Close icon to close the window.

 

Log off of ITMS as ‘Admin’ and log back on to ITMS using your usual USER number and password.

 

 

Last Revised: 26/03/2012