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Configuring Basic Info for Your System

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As part of configuring your Workfront system, you can manage details about your organization in the Basic Info section of your Customer Info page. 

Understanding Customer Info

The customer represents the Workfront instance for your organization. 

The options that appear in this area are unique to you, as a customer of Workfront.

To access the Customer Info page:

  1. Navigate to the Setup area in the Global Navigation Bar. 
  2. Expand System, then click Customer Info

The sections included on the Customer Info page are:

Configuring Basic Info

Inside the Basic Info area of your Customer Info page, some details about your customer are configured by Workfront and they display in a read-only mode. Other details can be configured by you. Any options you can edit in this area have a global effect on all users in Workfront. 

To configure your Basic Info section in your Customer Info area:

  1. Navigate to the Setup area in the Global Navigation Bar. 
  2. Expand System, then click Customer Info
  3. Locate the Basic Info section at the top of the Customer Info page.
  4. Find the following information about your instance with Workfront:
    Name: The name of your organization, which also matches the name of your company. This is added by Workfront and it cannot be edited. 
    Admin Email: The email address of your system administrator. You can edit this field to match the email address of one of your system administrators. The user associated with this email address is considered the main system administrator of your Workfront system. Any site-wide communication from Workfront is directed to this email address, so it is important to keep it updated.
    Domain: The domain is set by Workfront when your account is created.
    The domain identifies your unique sub-domain of the URL you use to access Workfront.
    For example, if your organization has been assigned the domain "mycompany", the URL you use to access Workfront is https://mycompany.my.workfront.com.
    You cannot edit the domain yourself. If you want to change your domain, you can contact Workfront Customer Care. For more information about contacting Workfront Customer Care, see "How to Open a Support Request."
    Time Zone: This is the default time zone of your Workfront instance. You can edit this field to match the time zone of your primary Workfront location. The time zone you select affects the following:
    - Controls the date and time displayed in outgoing emails.
    - It is selected as the default time zone for new users when they are created. 
    Users can modify the time zone for their Workfront instance under their profile. When users modify their time zone, the date and time in their emails from Workfront match their profile preferences. For more information about modifying user profile preferences, see "My Settings."
    - It is selected as the default time zone when you create a new schedule. For more information about creating schedules, see "Creating Default Schedules."
    Locale: Controls the language, date, and number format used in outgoing email messages. The locale selected here is the default when new users are created. Users can modify their locale, in their user profile. When users modify their locale, the language, date and number format in their emails from Workfront match their profile preferences. For more information about modifying your profile preferences, see "My Settings."
    Storage Quota: This is the amount of document storage space available in your Workfront instance.
    Data that is included in this quota:
    - Documents that you upload directly to Workfront.
    Data that is not included in this quota:
    - Documents you link to Workfront from any other third-party service provider (SharePoint, Google Drive, Webdam, Box, Dropbox, any other Document Asset Management provider).
    - Your Workfront data (projects, tasks, issues, users, and so forth).
    Product Version: This is the type of Workfront instance that is assigned to you. At this time, the product version for most Workfront customers is Enterprise.
  5. Click Save.

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