This part of the platform controls the various details about the company/organisation that are common to all the users.

A. Manage Basic Details

B. Manage Contact Details

C. Adding address and geographical Details

D. Add or change organisation Logo

E. Changing details like currency and area unit

A. Manage Basic Details

Admin can change the organisation’s basic details such as Organisation name, Type, Website URL, Plan, and Fiscal year, etc. Some of these details will be fixed by the system at the time of the creation of the account. You can access the details by:

1. Log in to IQnext with the Administrator privileges.

2. Go to Settings > General Settings > Organisation Details > Basic Details

Edit organisation Name: 

You can change your organisation name that users see in their services. To change the name:

1. Click the field under Name and enter a new name. 

2. Finally, click Save at the end of the section.

Select Organisation Type: 

The IQNext Portal applies to many types of organisation in different sectors. 

1. Select your organisation type from provided different types of categories, i.e, Communication Services, Consumer Discretionary & Staples, Energy Financials, and Health Care. 

2. Click Save at the end of the section.

Website URL: 

The website URL for the organization cannot be changed by the admin. You can only view your IQnext Website’s URL configured by IQnext Team.

View Plan: 

The platform offers different classes of subscriptions. You can see your current plan of IQnext subscription here opted by the company, i.e, Basic, Enterprise or Professional.

Setting Fiscal year: 

Even though the official fiscal year ranges from April 1 to March 31, the organisation might need to view the data for some particular range of months. You can manage the month from which the Fiscal Year is considered by selecting it from the dropdown menu under the Fiscal Year.

Note: 
Fiscal year = Financial Year (the period from April 1, 2020, to March 31, 2021)

Handed Over On: 

This is the date when the IQNext Portal was officially handed over to the organisation.

B. Manage Contact Details

Customize your organisation’s contact details for billing purposes such as the person's name and person’s mobile number. This person is the central figure in the organisation and will be contacted for all official correspondence.

Follow these steps to manage these details:

1. Log in to IQnext with the Administrator privileges.

2. Go to Settings > General Settings > Organisation Details > Contact Details

Edit Contact Person: 

The name of the central admin will be common for the entire portal. You can edit the Administrator’s Name (Admin User) by:

1. Select the Edit button in the bottom right under the Contact Details tab

2. Under Contact Person type the new name and click Save.

Manage Contact Person Mobile: 

This is the mobile number used by the Admin to get in touch with the portal. You can edit the Administrator’s mobile number by:

1. Select the Edit button in the bottom right under the Contact Details tab

2. Under Contact Person Mobile type the new number and click Save

View Contact Person Email: 

Admin’s email id is fixed by the IQNext service, you can see the Contact person’s email id by:

1. Log in to IQnext with the Administrator privileges.

2. Go to Settings > General Settings > Organisation Details > Contact Details. Find the email id under Contact Person Email.

Note: 
Mail Id will not be edited once it's provided during the onboarding

C. Adding address and geographical Details

This section stores the physical address of the organisation in textual and geolocation form. The admin can make changes to the address by:

1. Log in to IQnext with the Administrator privileges.

2. Go to Settings > General Settings > Organisation Details > Address and Geographical Details

3. Select the Edit button in the bottom right of the tab.

4. Select the field you want to make changes to and finally click Save in the bottom right.

Note: 
the geolocation tag can be scrolled to the desired location

D. Add or change organisation Logo

The organisation logo appears at the top right corner of the entire dashboard screen along with the user profile picture. A logo is a picture that represents an organisation and sometimes may even include a message. An admin can change this logo by:

1. Log in to IQnext with the Administrator privileges.

2. Go to Settings > General Settings > Organisation Details > Logos

Note: 

- Recommended org logo size is 100x40 pixels so that it won't be distorted during resizing and have clarity as well

- Only image files( jpeg, jpg, or png) are supported

E. Changing details like currency and area unit

The platform evaluates total consumption and occupancy reports of the building depending on the factors like currency and area under consideration. 

1. Log in to IQnext with the Administrator privileges

2. Go to Settings > General Settings > Organisation Details > Other Details( scroll using the arrow on the right to find the tab)

Note: 
Changes made to these values will impact the calculation of reports.                                            

Customize Currency Details 

To calibrate the platform with the country the building or the floor is stationed in, the admin can select the currency according to the location. For example, a CEO based in the US can access the portal for an India-based workstation and change the currency to suit the dollar system. The currency system thus selected will be reflected in every report generated.

 You can change this setting by:

1. Select the Edit button in the bottom right.

2. Select the currency from the drop menu and click Save.

Note: 
The default value of the currency is INR

Change Area Unit

Sometimes within an organisation, different people adopt different methods of measurements or evaluation. To allow the inclusion of different metric systems, the admin can select the area unit as per his/her preference. Here, the admin will have two choices like square feet (sqft) and square meter (sqm). The system thus selected will be reflected in every report generated.

1. Select the Edit button in the bottom right.

2. Select the area unit from the drop menu and click Save.

Note: 
The default value of the area is square feet