Organization settings for:
All organizational settings are under Administration > Settings in the left menu. Then click on "Advanced Settings". Set the desired changes and continue by clicking "Save".
Set what your organization looks like. How many employees are there? What does the ownership structure or board structure look like? This information is the basis for functions such as Compliance.
Learn more about how to configure Compliance in the guide How do I use compliance?.
Set your organization's security settings. Do you require e.g. your users to have two-factor authentication?
Control how much information is printed in email messages. Enable the setting if the board accepts information to be printed in emails, such as assigned decisions and to-do tasks. Leave the setting unchecked if the board wants users to log in to access information (more secure).
Set meeting settings for the organization. Manage advanced settings around meetings and your meeting process. Here you can set how meetings should be numbered, how you want them to be adjusted and when summons and reports should be compiled before a meeting.
Continuous numbering means that the numbering of new agenda items is determined according to the previous highest number of the most recent agenda item. For example, meeting 1 contains agenda items 1-14. Meeting 2 will start from agenda item 15.
Set how the organization should handle e-signing in the system. All minutes are recommended to be signed via BankID, but for other documents, you can set yourself which e-signature solutions you want to use.
Hide social security numbers in e-signed documents. If this setting is enabled, the certificate at the end of the signed document will not include the social security number of those who have signed. Changing the setting does not affect documents or minutes already sent for e-signature.
To allow the signing options, "Sign minutes using the same methods as other documents" must be marked as selected (see image above).
The board can choose that automatically generated texts in, for example, board minutes should be in a certain language, regardless of which language the board's users have set individually.
The users themselves can set a different language than the organization. See how in the User Settings guide.
Manage how the board works during the year. Here it is possible to set when the financial year starts, the board year and when reporting of various things should occur.
Set up how reporting and follow-up of the finances should work in your board.
Manage who receives email reminders for contracts whose end date or termination date is approaching. All contracts with an end date or last day for termination within three months are displayed. Here you can also specify how often the reminders should be sent.
Email reminders that are linked to specific contracts will be sent to the person in charge, regardless of this setting.