My Profile
You can manage your profile within this section.
- Add your contact details
- Add a personalised signature (you can copy and paste from outlook).
- Password reset
- Setup 2 factor authentication (We highly recommend).
Password reset
Setup 2 factor authentication (We highly recommend).
Related Articles
Default Settings
Set the home country for you organisation, this is used as the default country for pick lists. Here you can set the default units of measurement used in the system. You can also turn on audit logging here. Here you can configure how the references ...User Manager
Here you can manage user’s access and permissions in CocoonOPS. Users with the System Admin or an Manager role can manager user accounts This allows you to: Create user accounts to login to CocoonOPS Attach the user to an office (Quotes and ...Notification Settings
Notifications are messages that are sent to external parties by the system. The following general settings can be configured: Logo use in the notification header Sign off salutation Footer For each notification you can set the content that is ...Documents Templates
he document settings allow you to configure the documents that are generated by the system. Firstly, configure the common components for all documents: Logo Your Address Common Footer If you are using the default document templates, the ideal size ...Workflows
Workflows are used to customise how and when some feature of the system work. A workflow consists of one or more tasks that are: completed by a user (manual task) completed automatically by a system robot Each workflow has the following groups of ...