Guide content
Organization settings for:
Organization settings
All organizational settings are under Administration > Settings in the left menu. Then click on "Advanced Settings". Make the desired changes, they are saved automatically.
Organization
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.
You can learn more about configuring Compliance in the guide How do I use Compliance?.
Security
Set your organization's security settings. Do you require your users to have two-factor authentication, e.g.,
Control how much information is printed in email messages. Enable the setting if the board accepts information such as assigned decisions and to-do tasks to be printed in emails. Leave the setting unchecked if the board wants users to log in to access information (more secure).
Meetings
Set meeting settings for the organization. Here, you can manage advanced settings for meetings and your meeting process. 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.
E-signature
Set how the organization should handle e-signing in the system. It is recommended that all minutes be signed via BankID, but you can choose which e-signature solutions you want to use for other documents.
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).
Language
The board can choose that automatically generated texts, such as board minutes, should be in a specific language, regardless of which language the board's users have set individually.
The users themselves can set a different language than the organization. Please take a look at the User Settings guide.
Board year
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 various things should occur.
Economy
Set up how reporting and follow-up of the finances should work in your board.
Contract
Manage who receives email reminders for contracts whose end or termination dates are 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 linked to specific contracts will be sent to the person in charge, regardless of this setting.
Tasks
Configure how tasks are generated for your board.