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General ​

Platform Settings - General Page

To view the General tab, head to Platform Settings via the Left Navigation Bar and click on the General Tab (if not already selected).

The General tab is organized into a Timezone field plus three expandable sections: Organization Profile, Facilities, and Modules. Each section can be collapsed or expanded independently by clicking its header.

The Timezone field, shown at the top of the tab, controls the timezone used across the organization for dates and times.

To modify information, edit the field and click on the Save Settings button to sync settings with the server.

You can also jump straight to a setting using the global search bar in the Top Navigation Bar. Search results include a Settings group — selecting one takes you directly to the Platform Settings tab and section that contains it, expands that section if needed, and briefly highlights the setting's row so it's easy to spot.

Organization Profile ​

The Organization Profile section lets you view/modify:

  1. Organization Logo
  2. Organization Name
  3. Organization Address (Address Line 1, Address Line 2, City, State, Zip)
  4. Motorized Assets Count (assets with an hour meter) — read only
  5. Non-Motorized Assets Count — read only

To upload a logo, click + ADD in the Organization Logo field, or drag and drop an image onto it (accepted formats: jpg, png, mp4, pdf). To remove the current logo, click the small x button on it and confirm the deletion. The logo is removed straight away and an Organization Logo Deleted notification confirms it; you do not need to click Save Settings afterwards.

Facilities ​

The Facilities section lists the facilities configured for your organization.

Click Add Facility to create a new one. To edit a facility, click on its row; to remove one, use its delete option and confirm the deletion. When no facilities exist, the section shows "No facilities exist."

INFO

Note: These settings can only be viewed and edited by organizational users who have been granted the relevant permissions.

Modules ​

The Modules section lists the modules available to your organization. Modules group related functionality and determine which features and permissions are available to your org.

The Modules table shows the following columns:

ColumnDescription
TitleThe module's name.
DescriptionWhat the module provides.
TypeTier (part of your subscription tier) or Add On (an optional add-on).
StatusEnabled or Disabled for your organization, or Not on this plan.

An add-on that isn't offered under your organization's current subscription tier shows a grey Not on this plan chip instead of Enabled/Disabled — hover over it to see the tooltip "Not offered on your current plan". The list shows which modules are currently enabled for your organization; whether a module is enabled is managed for your account rather than toggled here. Modules that carry their own settings show a cog icon (tooltip Module Settings) at the end of their row — click it to open that module's settings popup and edit them. When no modules are configured, the section shows "No modules available".

CloudERM User Documentation