Company Settings User Manual

1. Introduction

The Company Settings module is part of the Elinom ERP platform. Central control for branding, identity, and contact info across all modules.

Open the module from the ERP shell sidebar (#company-settings) or directly at public/company-settings.html. Authenticated users with module access land on the main workspace; visitors may see a marketing landing page first.

• Company Settings administrators — configuration, master data, and approvals.
• Day-to-day users — create and manage records in assigned sections.
• Managers — dashboards, reports, and team oversight.

2. Getting Started

First-time setup checklist

1. Log in with a user that has Company Settings access.
2. Open Company Settings from the ERP sidebar (#company-settings).
3. Complete module Settings and organisation defaults in Company Settings.
4. Review Live Preview and confirm data loads correctly.
5. Run a test workflow before inviting additional users.

3. Live Preview

Real-time brand preview.

How to use Live Preview

1. Navigate to Company Settings → Live Preview from the sidebar or #company-settings?section=preview.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

4. Company Logo

Logo shown across all modules.

How to use Company Logo

1. Navigate to Company Settings → Company Logo from the sidebar or #company-settings?section=logo.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

5. Primary Brand Colour

Brand color picker and presets.

How to use Primary Brand Colour

1. Navigate to Company Settings → Primary Brand Colour from the sidebar or #company-settings?section=brand-color.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

6. Company Name

Legal and display company name.

How to use Company Name

1. Navigate to Company Settings → Company Name from the sidebar or #company-settings?section=company-name.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

7. Default Currency

Platform default currency.

How to use Default Currency

1. Navigate to Company Settings → Default Currency from the sidebar or #company-settings?section=currency.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

8. Registered Address

Legal registered address.

How to use Registered Address

1. Navigate to Company Settings → Registered Address from the sidebar or #company-settings?section=address.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

9. Integrations

Company Settings integrates with other Elinom modules including Accounting, Analytics, Company Settings. Data events flow through the platform data bridge so related records stay in sync.

1. Ensure integrated modules are active on your subscription.
2. Configure shared master data in the source module first.
3. Review cross-module links from transaction detail screens where available.
4. Use Elinom Analytics for cross-module reporting when enabled.

10. Troubleshooting & FAQs

• Module locked or padlock overlay — activate the Company Settings add-on or contact your billing administrator.
• Blank screen in a section — refresh the page; ensure you are authenticated and the iframe finished loading.
• 401 / 403 errors — session expired or insufficient role; log in again or contact admin.
• Data not syncing — verify the related module is enabled and check Company Settings.
• Missing menu item — your role may not include access; ask an administrator to review permissions.