What this module is for
The Company Settings menu brings together settings that concern the whole company: company information and logos, visibility rules, integrations, security options, activity records, public holiday calendars, subscription payments and Digital Credits. The company-wide permission screens (Permission Group, Branch Management) are also in this menu.
Roles and permissions
Who | Permission | What they can do |
Main administrator (Admin) | All permissions | Everything; Data Reset can only be done with this account. |
User who manages settings | Company Permission Settings | Changes company information, onboarding documents, visibility rules, security settings, webhooks and Teamso support access; buys Digital Credits and extra seats and deletes saved cards; opens the Manage Permissions page of the Company Settings module. The company admin role can do the same. |
User who views settings | View Company Settings | Opens the Company Settings, Public Holiday Calendar and Payment Infos screens and sees the settings; updates public holidays; also opens Our Solution Partners from the profile menu. Cannot change company information, documents or visibility rules and cannot buy. |
Group manager | Manage Permission Groups | Uses the Permission Group screen. |
Branch permission manager | Branch Management | Uses the Branch Management screen. |
Employee | - | Does not see this menu. |
To grant permissions: Manage Permissions.
Before you start
You must have at least one of the Company Settings permissions.
Have the company's official details (tax, address) and logos ready.
First setup
Enter company information and logos (Company information).
Enter billing information and buy Digital Credits (Digital Credits).
Check your public holiday calendar and create separate calendars for branches if needed (Public holiday calendar).
Turn on security options (IP restriction, MFA, account lockout, screen lock) according to your company policy (Security and access settings).
Set up visibility rules and integrations if needed (Visibility and OCR, Integrations).
Daily workflows
The Configuration > Company settings screen has a grouped settings menu on the left:
Group | Sections | Article |
Company Configuration | Company Information, Onboarding Documents, Custom Fields, New City Addition | |
Modules & Display | Modules | |
Modules & Display | Visibility Settings, Receipt/Invoice OCR Analysis | |
Integrations | ||
Our Solution Partners | The Our Solution Partners heading below in this article | |
Email Notifications | People reminders (probation period reminder and weekly digest) | |
Approval reminder (weekly e-mail to managers with requests waiting for their approval) | ||
Employee reminders (link for employees who have not opened their account, mobile app invite) | ||
Inventory Reminders (visible only with the Inventory Module Management permission) | ||
Security | Security & Access | |
Transaction History | ||
Critical Operations | Data Reset (main administrator only) |
Other screens in the menu:
Public Holiday Calendar: Public holiday calendar
Payment Infos: the section menu on the left has the Overview, Subscription and Packages, Digital Credits, Wallet and Cards, Billing Details and Transaction History sections. Subscription and payment (Overview, subscription), Digital Credits (credits, wallet and cards, billing details, transaction history)
Manage Permissions, Permission Group, Branch Management: Manage Permissions
Our Solution Partners
The Our Solution Partners section lists the companies Teamso works with as cards: partners offering services such as accounting, occupational health and safety, insurance and training. Teamso prepares and updates the list. Every company sees the same list, and there is nothing for you to configure in this section. Users with the View Company Settings permission can open it.
To see the partner cards and contact a partner:
Click your name at the top right to open the account menu.
Click Our Solution Partners in the menu. You can also reach the same section on the Configuration > Company settings screen, in the Modules & Display group of the settings menu on the left.
Each card shows the partner's logo, name and a short description of their service.
A card shows up to three lines of the description. If there is an arrow icon under the description, click it to read the full text; click it again to shorten it.
To contact a partner, click the button at the bottom of their card. The button name depends on the partner (e.g. Contact Us, Get a Quote). The partner's page opens in a new tab, and the contact or quote steps continue on the partner's own page.
The button only opens the partner's page. Teamso does not send any information to the partner on your behalf; the conversation and any offer are between you and the partner. A card without a button has no link set up. If there are no partners in the list, the section shows "No solution partners found."
Statuses and what they mean
Status | Where | Meaning |
Active / Inactive | Security panels | The setting is on / off. |
Support access is on / Support access is off | Teamso Support Access | The support team has / does not have time-limited or unlimited access. |
Successful / Failed / Pending | Webhook delivery log | The request reached / did not reach the receiving system / is being sent. |
Successful / Unsuccessful / Denied / Failed | Transaction History | The outcome of the action. |
Default | Public holiday calendar, permission group | The calendar/group given automatically to newly added employees. |
Notifications
When | To whom | Channel |
7, 5, 3, 1 days before the subscription end and on the end date | Company | |
When the Digital Credit balance drops to 10 or below | Users with the Manager Mail View permission | |
Webhook events | The receiving system you defined | HTTP request |
Every week on the chosen day and hour (default Monday 09:00; when Approval reminder is on) | Managers with at least one request waiting for their approval (Approval reminder) | |
3 days after a set password link with no sign-in; 3 days after the first sign-in without the mobile app (when Employee reminders is on) | The employee concerned (Employee reminder e-mails) |
Mobile differences
In the mobile app the Payment Infos menu and the Digital Credit box in the top bar are not shown; make payments and credit purchases on the web. Other settings screens open on mobile too. Security settings (IP restriction, MFA, screen lock) also apply in the mobile app (Mobile app).
Common mistakes and FAQ
I cannot see the Company Settings menu. You have no permission in this module. Ask the main administrator for the View Company Settings permission.
A Company Settings link I opened says "Not authorized to access this page." Your account does not have the View Company Settings permission, so the page shows no settings. Leave with Back to home and ask the main administrator for the permission.
I can see the security settings but cannot change them. Changing them requires the Company Permission Settings permission.
There is no Data Reset section. This section appears only for the main administrator account.
Our solution partners is not in my account menu. This shortcut is shown only to users with the View Company Settings permission. Ask the main administrator for the permission.
A newly added holiday was deducted from an employee's leave. Include in leave calculation was left on for the holiday (Public holiday calendar).