---
title: "Tenant settings"
slug: "tenant-settings"
description: "Configure licenses, people search, and clone options, fiscal year configuration, details panel fields, grid display preferences, and account family visibility. "
updated: 2025-12-30T21:16:20Z
published: 2025-12-30T21:16:20Z
canonical: "support.fullcast.com/tenant-settings"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tenant settings

Configure licenses, people search, and clone options, fiscal year configuration, details panel fields, grid display preferences, and account family visibility.

1. Go to **Settings > Tenant Settings**.

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(509).png)
2. Review the following sections and make changes as needed:

#### **Licenses**

View the following information:

| Field | Description |
| --- | --- |
| **Purchased Licenses** | Displays the total number of licenses you have purchased for use. |
| **Number of licensed Users** | Displays the total number of users consuming available licenses. |
| **License Report** | Click to download a `.csv` file that provides detailed information of each licensed user in your Fullcast instance. |

#### People Settings

Refer to the following to configure each dropdown.

  - **People Search Fields**: Select fields you can use to search for users when you create role-based coverage assignments in territories or teams.
  - **People Clone Fields:** Select the fields you can use to create TBx placeholder assignments. For example,
    - Manager Name
    - Country
    - User Role Name
    - Title

#### Fiscal Settings

Use the form to add fiscal years in your Fullcast instance.

  1. In the **name**field, type a name for the fiscal year.
  2. in the **year**field, type the year you want to add the fiscal year for.
  3. Click **Save**.

![Example of a new fiscal year named FY21 added for 2021.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(511).png)

#### Details Panel

The details panel settings control which fields will appear and which field you can interact with on the details screen for Accounts, Employees, and Products.

  1. Click the tab for the entity you want to configure: **Accounts**, **Employees** (people), or **Products**.
  2. Complete the following fields:

| Field | Description |
| --- | --- |
| **Linking Field** | From the dropdown, select the field you users click that opens the detail view for that object. For example, if you select Account Name, the account name becomes an interactive link in the table that redirects users to the details view for that person, account, or product. |
| **Logo Type** | The type of logo that displays in the grid view. Select one of the following: - **Static Logo:** A fixed, unchanging image that represents your company or organization. - **Field-Based Logo:**A logo that is based on the data in a specific field, such as the customer name. - **Logo Source:** From the dropdown, select a field that contains the necessary information to populate the logo image. For example, Website for account will populate an image based on the website URL in that field. |
| **Primary Header Field** | From the dropdown, select one or more fields display next to the object’s name in the details panel view. |
| **Primary Sub-Header Fields** | From the dropdown, select one or more fields that display under the primary header. |
| **Secondary Fields** | From the dropdown select one or more fields that display in the details panel view. |

#### Grid Settings

Configure how much data displays in the tables for territories, teams, and products.

  1. Configure the following fields:

| Field | Description |
| --- | --- |
| **Grid Limit** | Type the number of rows of records you want to be available as a default in the table. > [!NOTE] > Note > > This setting impacts load time. The maximum limit is 9999. |
| **Default Grid Fields** (Segments, Teams, Products) | Select one or more fields you want to display as a default. > [!WARNING] > Tip > > Select fields that are part of your GTM design. |

#### Account Family Settings

Select the checkbox to enable the **Show Parents Only** option at the top of the table in the territories module.

#### Industry Taxonomy

Select the checkbox to enable the Fullcast [Industry Taxonomy](/v1/docs/how-to-build-your-industry-taxonomy) functionality.