To add a new organization to the TeamWox system, you should press the "New organization" button located in the upper part of the "Organizations" tab. The window of adding information about organizations will appear, as soon as you press this button. The window of editing organization's information is the same as the one of adding. You can edit details of an organization in the "Edit" tab that is always present on the left side when you view an organization.
Main information about the organization can be specified here:
Here you can specify the access right to view the organization's details — the "Manager" and "Assigned" field. To perform this operation, you should press with your mouse on the corresponding field. If you do it, the window of assigning users will appear. The instructions of how to assign organizations to users are given in the "List of Assigned" section.
The manager and the assigned users (except for assigning the "Everyone" group) will receive notifications about new comments in the organization history.
This block shows the actual address of the company's office. The block contains the following fields: "Country", "Region", "City", "Address", "Index", "Time" (selected time zone from the drop-down list by clicking on the button.
Legal address and details are specified in this block. Fill in the same fields as for the postal address.
One address can be used for the legal and postal addresses. In this case, the information from one block to another can be copied by clicking ().
Here you can specify company's account on the MetaTrader 4 trade server, bank details and current bank account.
Additional fields for specifying information can be added in the module settings.
In the module settings, you can add more fields to specify information about the organization. All additional fields will be displayed as "Custom Fields".
Values of various fields can be specified in two ways: by choosing the necessary one from a pop-up list that appears if you press on a field with the left button of your mouse, or by entering a new one using your keyboard. For example, the new status/rating will be stored and further available in the list, if you press the "Create"/"Update" button located at the bottom of the window of creating/editing the organization after you have entered it.
You can also delete the unnecessary entries from pop-up lists. To do it, you should open a list and press the button located to the right of the desired entry.