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.

   

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.

      

   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 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. 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 functionality.