Client Info Identity Tab - WebTMA 7

Client_Info_IdentityTab.png

Path: Admin > Client Info / Identity Tab

WebTMA System Administrators use the Client Info module to make global settings for the application. The Client Info / Identity Tab reflects the information provided during initial setup. You can choose various options to meet the uses of your organization and add your own logo to be displayed on WebTMA pages.

If you plan to use the Customer Survey forms available in the Repair Center module, be certain to enter a valid address in the Email field.

The Public Information Section can be used to add important company messages that display on the Login page.

How to Complete Client Info Identity Tab

To add your selections to the Admin > Client Info / Identity Tab, use the following general steps.

  1. Click Edit on the WebTMA toolbar.
  2. Complete the General Information Section.
  3. Complete the Contact Information and Location Information specific to your organization. Note an Email address is required to prevent some email issues.
  4. Click the plus Btn_PlusAddImage.png icon in the Logo Section.
  5. Click the Upload button to locate the file.
  6. (Optional) Resize the image using the slider below the display area. See note below.
  7. Click the Set Image button.
  8. Complete the Public Information section. NOTE: The Public Bulletin text will display for all users on the WebTMA login page.
  9. Click Save on the WebTMA toolbar.

If you want to change the logo, click the minus icon to delete the file and follow the steps above to select a new file.

NOTE: The maximum height of the logo is 42 pixels. The maximum width is 200 pixels. The preferable file formats are .jpg, .png, or .gif.

 

 

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