Setting Company information (Optional but Recommended):
Select the "Settings" option from the BOSSDesk sidebar menu.
Scroll to the "Account Management" section of the "Settings" page.
On this page you can personalize your BOSSDesk by setting the following:
Company Logo – Displayed on all BOSSDesk web pages.
Company Name – This information appears on web pages, reports and e-mails.
Welcome Text – Displayed on the BOSSDesk login web page.
Time Zone – Dropdown list of world wide time zone regions. Identifies the time zone for the
central location where services will be managed.
Currency – Dropdown list of international monetary identifiers.
Once you have set each of these items click "Save" to apply them.
Configuring Email Templates (Optional but Recommended):
Click the "Settings" item in the BOSSDesk sidebar and scroll to "Email Settings"
Header and Footer: Configure the e-mail format used on all e-mail correspondence generated by BOSSDesk. you can use HTML as well as BOSSDesk placeholders here
Postboxes: you can add additional email addresses to the BOSSDesk application by selecting the “add” button in this menu
Templates: Customize the e-mail content for specific process trigger points, such as user notification templates, the new Agent ‘Welcome’ e-mail message and the ‘Forgot Your Password’ e-mail response.
Notifications: you can change the settings governing what types of changes notify your technicians or users here.