Company
1. Introduction of Sanplex features
1.1. Core Management Framework
1.1.1 Program
1.1.2 Project
1.1.3 Product
1.1.4 Execution
1.1.5 Management Models
1.2. Dashboard
1.2.1 Getting Started with Tutorials
1.2.2 Quick Add
1.2.3 Notification Center
1.2.4 Effort Tracking
1.2.5 Dashboard - Project and Execution
1.2.6 Dashboard - My Work, Contribution, and Recents
1.2.7 Dashboard - Approval
1.2.8 Contacts
1.3. Program
1.3.1 Program List
1.3.2 Program Kanban
1.3.3 Create Program
1.3.4 Create Sub-Programs
1.3.5 Project Charter Management
1.4. Product
1.4.1 Create Product
1.4.2 Manage Modules
1.4.3 Multi-Branch and Multi-Platform Management
1.4.4 Manage Plans
1.4.5 Manage Requirements
1.4.6 Requirement Reviews
1.4.7 Requirement Status and Phase
1.4.8 Create Releases
1.4.9 Track Progress
1.4.10 Business Requirements and Multi-Level Requirements
1.5. Project
1.5.1 Scrum Project
1.5.2. Waterfall Project
1.5.2.1 Manage Project Phases
1.5.2.2 Project Design
1.5.2.3 Project Matrix
1.5.2.4 Project Reports and Earned Value Management
1.5.2.5 Project Baselines
1.5.2.6 Project Change
1.5.3. Kanban Project
1.5.3.1 Set Up Kanban Projects
1.5.3.2 Configure Kanban Boards
1.5.3.3 Use Kanban Boards
1.5.4 Hybrid Agile Project
1.5.5 Hybrid Waterfall Project
1.5.6. Project Settings
1.5.6.1 Project Setup
1.5.6.2 Project Executions
1.5.6.3 Project Requirements
1.5.6.4 Project Builds
1.5.6.5 Project Tests
1.5.6.6 Project Docs
1.5.6.7 Project Releases
1.5.6.8 Project Reports
1.5.6.9 Project Risks
1.5.6.10 Project Issues
1.5.6.11 Project Opportunities
1.5.6.12 Project Deliverables
1.5.6.13 Project Reviews
1.5.6.14 Project Process
1.5.6.15 Deliverables
1.5.6.16 Quality Assurance
1.5.6.17 Project-specific Workflow Management
1.5.7 Project Templates
1.6. Execution
1.6.1 Product Planning and Task Breakdown
1.6.2 Task Assignment and Daily Tracking
1.6.3 Build Creation and Test Requests
1.6.4 Bug Confirmation and Resolution
1.6.5 Execution Kanban Boards
1.7. Testing
1.7.1 Write Test Cases
1.7.2 Execute Test Cases
1.7.3 Bug Submission and Reports
1.7.4 Verify and Close Bugs
1.7.5 Test Case Scenes
1.7.6 Submit a Test Request
1.7.7 Test Report
1.8. Agent
1.8.1 Conversation
1.8.2 Sanplex Agents
1.8.3 General Agents
1.8.4 Skill Management
1.8.5 AI Knowledge Library
1.8.6 Models
1.8.7 ZAI Service Installation
1.8.8 ZAI Service Control Panel
1.8.9 ZAI Configuration
1.9. Kanban
1.9.1 Kanban Spaces
1.9.2 Kanban Regions
1.9.3 Kanban Cards
1.10. Company
1.10.1 View Team Members and Work Information
1.10.2 View Recent Company Activity
1.10.3 View and Edit Company Information
1.11. Admin Settings
1.11.1. System Settings
1.11.1.1 Mode
1.11.1.2 Backup
1.11.1.3 Trash
1.11.1.4 License
1.11.1.5 Security
1.11.1.6 Cron Job
1.11.1.7 Time Zone
1.11.1.8 Rebuild Index
1.11.1.9 LDAP
1.11.1.10 Table Engine
1.11.2 Feature Options
1.11.3. Users Management
1.11.3.1 Set Departments and Edit Company Profile
1.11.3.2 Manage Users
1.11.3.3 Set Permisions
1.11.4. Feature Configuration
1.11.4.1 Dashboard
1.11.4.2 Product
1.11.4.3 Project
1.11.4.4 Execution
1.11.4.5 Test
1.11.4.6 Kanban
1.11.4.7 Feedback
1.11.4.8 Tickets
1.11.4.9 User
1.11.4.10 Relations (Standard Version)
1.11.4.11 Meaturement
1.11.5. Agent Configuration
1.12. Asset Library (Premium)
1.12.1 Asset Library Management (Premium)

View and Edit Company Information

2025-12-31 23:37:58
Sanplex Content
403
Last edited by Jing WANG on 2026-10-08 19:02:51
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Summary: Learn how to view and maintain company information in Company, including basic company details and guest login settings.

In Company > Company, you can view and maintain basic company information.

Access to this page is controlled by permissions. All users should be able to view company information by default, while edit permissions can be assigned to specific users as needed.

Go to Company > Company to view the company information.

Company > Company page displaying Company Info, including Company Name, Phone, Fax, Mailing Address, Zip Code, Website, Intranet, Login as Guest, and the Edit button.

Click Edit to modify the company information.

Company > Company page with the Edit button highlighted above the Company Info section.

In the edit dialog, update the company details as needed, including the Company Name, Phone, Fax, Mailing Address, Zip Code, Website, and Intranet. You can also configure Login as Guest. Click Save to apply the changes.

Company information edit dialog with fields for Company Name, Phone, Fax, Mailing Address, Zip Code, Website, Intranet, and Login as Guest, with a Save button at the bottom.

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