ClyntoKnowledge
Settings & Admin

Organization details and company profile

Last updated on

Settings → Organization shows the workspace name, plan, your sign-in details and role. Underneath (the company profile used to be a separate setup page):

  • Company profile — your company name (used as the workspace name everywhere), industry, and renewal lead days: how many days before a renewal Clynto starts treating it as approaching. Renewal workflows, Larry's workflow builder and renewal suggestions all read it.
  • Organization logo — an image up to 300 KB, shown in the sidebar for everyone, immediately.
Settings → Workspace details: company profile (logo, name, industry, renewal lead days) and Our domains (demo data).
Settings → Workspace details: company profile (logo, name, industry, renewal lead days) and Our domains (demo data).

Permissions

Settings → Permissions (Owner and Managers) adds fine-grained, per-person switches on top of roles.

Health rules

Settings → Account rules → Health rules holds each profile's health weights and Healthy / Watch / At Risk cutoffs, the automatic recompute status with Recompute now,…