Configure Platform Settings

Configure Platform Settings

When: During initial setup, when staff changes, or when processes change.

1. Organization: Settings then Organization — keep name, contact info, timezone, and NAICS code current.
2. Team: Settings then Team — add/remove users, assign roles. Ensure departed staff have access revoked.
3. Notifications: Settings then Notifications — configure who receives what alerts.
4. Products: Settings then Products — maintain the list of pesticide products for label training.
5. Certifications: Settings then Certifications — define certification types and expiration periods.
6. Response Policies: Incidents then Response Policies — configure step-by-step response procedures for different incident types.