OVERVIEW
This database is used to input information into template headers including Proposals, Reports, Outgoing POs, Invoices etc, as well as Email
ACTION
Review company logo and name
Customise Proteus Email and configure Email Settings
NOTE
Access: only Company Admins have access as this is in Admin Console
Edit: the information can be revised at any time
How to edit default company logo headers
The default company logo, is the the logo of the first Office that was added to Proteus
Navigate to Company Settings
Navigate to the Admin Console and select Company Settings from the grey menu bar
Upload company logo
Select Upload, select the file and click Upload
Click Save
How to edit default company name headers
The default company name is what was entered when you first created your Proteus account and URL.
Navigate to Company Settings
Navigate to the Admin Console and select Company Settings from the grey menu bar
Edit company Name
Enter company name and select Save
How to customise Proteus email address and name
The default email address and name are noreply@Proteus-work.com and Proteus.
Navigate to Proteus Email
Navigate to the Admin Console and select Company Settings from the grey menu bar
Select Proteus Email from white horizontal submenu
Customise email address and name
Enter From Configuration and SMTP Configuration and select Save
From Configuration - From email address and from name
SMTP Configuration - SMTP Mail server, SMTP Port, SMTP Security Mode, SMTP Username, SMTP Password