How Do I Manage My Company Settings?
Table of Contents
In this article, we'll guide you through the process of accessing and configuring your company settings on Ayda, including checking company details, checking project lists, dealing with currencies, managing researchers, and reviewing your company's history.
Additionally, we'll explore the Settings section, where you can configure reminders and designate a finance contact.
Accessing the Company tab
- To access your company settings, click the Company menu item on the left menu.
- You'll see several tabs, including Company Details. In this tab, you can view information about your company, such as your company name, address, and contact details.
Exploring other tabs
The other tabs are:
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Projects: Click the Projects tab to view a list of all your company's projects.
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Currencies: Select the Currencies tab to check the currency associated with your account. To add new currencies, please email support@helloayda.com.
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Researchers: Access the Researchers tab to review the researchers associated with your company and add new researchers to your team. To delete a researcher, please email support@helloayda.com.
- History: The History tab shows your company's historical data and status.
Navigating to the Settings section
At the bottom of the Company tab, you'll find an option labelled Settings. Another way to access this section is by clicking Settings at the bottom of the left menu.
This section provides additional customisation options on a company-wide basis:
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Reminders: Configure reminders for your participants. You can decide how many reminders they will receive from Ayda.
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Finance contact: Designate a finance contact person for your company. This individual will receive financial notifications and updates. Click here to learn more about adding your finance contact.
- Features: Check the features available for your company.