Company settings can be modified with admin rights. The settings page is divided into five sections: organization info, users, invitations, integrations, and subscription. Below is a brief overview of what settings you can edit on each tab.
Organization info
On the Organization info tab, you can see and edit the organization's general information, such as the organization name, post address, web billing address and operator information. The business id of the company account cannot be updated by yourself, but you need to contact Visma sign customer support for changes.
You can change the company colour in "Menu colour". The colour is shown among other places in the top bar of the signature view. Enter the colour in RGB format. If needed, you can, for example, find instructions for the correct colour code here.
In organization info, you can also upload a company logo by clicking the position chosen for a logo. The logo must be a JPG, PNG or GIF image file and no more than half a megabyte in size. The logo is displayed to the signer during the signing process. After adding the logo and colour you should verify that everything appears as you want them to during the signing process. Sometimes, for example, a logo should be cropped or a different colour chosen to make sure that everything can be seen clearly.
At Invitation settings you can specify allowed signature types. These settings determine whether the company can use both strong authentication and light signature and which setting is a default on your company's invitations. From the same section, the admin user can adjust the default validity time for invitations created on the account. The time that is defined here is shown as default when a user is creating an invitation. Validity time can be 1–180 days.
At the bottom of the page you will find the "Invitation templates" section. Company admins can create and customize invitation templates to help speed up the invitation sending process.
Users
On the users tab, you will find a list of all the users as well as all groups created for the company account. You can add and edit new users and user groups, as well as delete them.
Invitations
On the Invitations tab, you can create ready-made message templates and recipient groups. With message templates you can easily add your preferred message to invitations you send, without having to write the message again each time. With recipient groups you can speed up adding signers to invitations and add at once all parties that have been added to a single list, noting however that there can be a maximum of 50 parties on an invitation.
For more information about invitation templates, message templates, and recipient groups, see the guide How to speed up sending invitations with pre-selected settings?
Integrations
On the integrations tab, you'll find all the existing software connections, as well as the integrations you've set up for your company's account.
Subscription
The subscription tab is intended for monitoring used signatures and for changing subscription. On the Subscription tab, you can define the desired duration and verify how many signatures and sms messages have been used during that time. You can search transactions from a time span that is at most 45 days long. You can also change the subscription to another by selecting the desired subscription and accepting the change, as well as cancel the subscription.
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