General setup
The General setup page allows you to configure Ortto’s globally applicable general configurations, including your business information, locale information, and support for organizations.
Access the General setup page
To access the General setup page, on the Setup page, click General.
On this page, you can configure the following privacy and security settings:
Date and time
Choose from one of the appropriate date (date before month or vice versa) and time (12 or 24 hours) formats, based on these format combination options:
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MM/DD/YYYY 12 hour
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MM/DD/YYYY 24 hour
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DD/MM/YYYY 12 hour
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DD/MM/YYYY 24 hour
Default currency
Choose from one of the appropriate currency symbols to represent how currency fields (including any configured currency-based custom fields) appear in the Ortto UI.
Organizations
Enable or disable the organizations feature using the ON/OFF toggle.
Enabling organizations means you can store organization data in your CDP and link people to the organizations they are associated with.
Disabling organizations:
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permanently removes all organizations from your CDP, and
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cannot be undone and you will be asked to confirm your choice in writing.