In this article, we cover off how to set the general settings for your instance - like the default time zone and required branding for automated emails and meeting minutes.
You need to be a System Administrator to be able to access the Administration Console. For more on account permissions, click here.
How to navigate to the General Settings page?
From the drop down menu under your avatar select Administration Console.
Navigate to the System Settings section of the page and select General Settings.
The name of the instance to appear on all automated emails.
The DEFAULT timezone for the instance. Time zones for individuals can be set on their individual account profiles so that they will see Meetings and receive meeting
Email Hex Colour
Your corporate colour to be included on automated emails and pdf minutes.
Your company's logo.
You can extract information out of Fluid into Word and Powerpoint templates. The instance comes configured with some default templates - although you can create and upload your own under Export Templates (outlined below).
How to add a Word or PowerPoint Template?
You can create custom templates to report on project status or meetings. Click here to learn how to build your own Word or PowerPoint templates.
Click on + Add a Document to upload your template.
Select Add a document and click on Select files. Select the template you want to upload and save.
Once the document has been uploaded, open the document dialog by clicking on the "Edit Metadata" option (edit pencil).
Under Type select whether the template just uploaded is a project reporting template (Dashboard Template), a MEETING MINUTES template or an ACTION & DECISION LOG template. Click Save.
Adding a template under General Settings makes the template available to all projects and meetings across the platform, but templates can also be uploaded under the Documents section of Projects and Meetings for a custom report or minutes template specific to the project or meeting in question.