Tenant Settings

As a part of the onboarding process, Fullcast App Administrator will configure the tenant settings which will decide who will work in which secured environment.

1. Access your Fullcast instance and switch plans if applicable. 
2. Click the Settings icon (gear) in the navigation bar. 
3. Click the Tenant Settings tab. 

People Setting

Under People Settings, you have the option to select one or more field names from the drop-down menu in the People Search Field section. This selection is then reflected in the Assignments tab. When adding a New Assignment for a user, you can search for them either by their name or by the country they belong to.

The Name field under the Add New section can be used for searching, depending on the fields chosen under People Settings.

To search for people from the records, simply select the search field criteria from the drop-down menu. The default search field criteria is set to "fio_name."

Fiscal Settings

1. New Fiscal Year can be set here Use the form below to introduce the new fiscal year
2. Enter the name of the Fiscal Year. eg. FY21. Year in the format yyyy-mm-dd.

Currently, there can be a maximum of 3 Fiscal Year Settings in the Fullcast App.

Details Panel

The following fields have to be selected to view the details of the customer..

Linking Field: Select the field for which a link needs to be created. Clicking on this will provide the details about the customer. 

Logo Type: A static or Field Based logo can be selected from the drop-down menu. Static provides a standard logo. If a Field-based logo is selected, then an appropriate logo source has to be provided.

Primary header Field: Select that field that needs to be displayed as the Header for the customer.

Primary Sub-Header field: Select that field that needs to be displayed as the sub-header for the customer.

Secondary Fields: Select that field that needs to be displayed as the secondary field for the customer.

For all the above-mentioned field names, you can pick fields of your choice from the drop-down menu. The field selection is available for Segments, Teams, and Products.

Grid Settings

The default grid limit is set for 2000. As it is an editable field, you can set the grid value of your choice.

Account Family Settings