Feature Overview: General Settings

This article explains the feature overview of General Settings Access: Admin

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Welcome to the General Settings feature for administrators. In this guide, you'll learn how to configure and view insights, access handbooks and choose the currency in which you would like to view the ROI on your company's Insights page.

Prerequisites

To access and configure General Settings, you must have administrative privileges within your organisation's account.

Accessing the Feature

  1. Log in to Your Administrator Account: Start by logging in to your administrator account using your credentials.
  2. Navigate to Settings: Once logged in, locate the "General Settings" option in the main menu under Admin and click on it.
  3. Access General Settings: Under the "Settings" menu, you will find an option for "General Settings." Click on it to configure your preferences.

Detailed Feature Guide

Section 1: Viewing Insights

In the "General Settings" section, you can view various insights related to your organisation's performance and more. These insights provide valuable data to help you make informed decisions and improve your organisation's efficiency.

Section 2: Accessing the Handbook

The Handbook is a valuable resource that contains essential information, policies, and guidelines for employees. You can access and review the Handbook within the "General Settings" to ensure that all employees have easy access to important documents and information.

Section 3: Viewing ROI (Return on Investment)

ROI (Return on Investment) is a critical metric for assessing the effectiveness of various initiatives or projects within your organisation. In the "General Settings," you can view ROI data to evaluate the success and impact of different activities and investments.

Section 4: Selecting Preferred Currency

To choose your preferred currency, follow these steps:

  1. Within the "General Settings," you will find an option for "Insights."
  2. Select Currency: Click on the drop-down list next to "Preferred Currency" and choose your desired currency from the available options.
  3. Save Preferences: After selecting your preferred currency, make sure to click "Save" to save your settings.

Tips and Tricks

  • Regularly review insights and ROI data to make data-driven decisions and optimise your organisation's performance.
  • Ensure that the Handbook is up to date with the latest policies and information to provide employees with accurate guidance.

FAQs (Frequently Asked Questions)

Q1: Can I customise the insights displayed in the General Settings?

A1: The available insights may vary depending on your organisation's settings and the data available. For specific customisations, please contact your organisation's support team.

Q2: How often should I review the ROI data?

A2: It's recommended to review ROI data periodically, depending on your organisation's goals and initiatives. Frequent reviews can help you track the progress and effectiveness of different projects.

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