This option appears if you have the appropriate permissions. 

 

Use it to record details of your organization, to set policies for user interactions with the system, and to set up authentication for external systems that Pulpstream can integrate with--systems like SalesForce.com, EchoSign, and DocuSign.

 

To modify company information:

1. Go to the Gear Menu
2. Click Account Management
3. Click the Company Info tab.
4. Visit the tabs below to set or adjust information specific to your account.

General

• Company Name - The name of your organization.
• Time Zone - Your company's primary timezone.
• Recipients of System Notifications - The user or users listed here get an email for system events, such as processing errors.
• Company-specific Documentation Link - A company can create its own help pages, to assist users as they interact with the system. Linking to those pages here creates a Help link in each users Personal Menu.  
• Title of 'Submit New Form' button - The text here appears on the label of the Home age button that lets a user Submit a Form to Launch a Process. 
• API Key 1, 2, ... - As explained in the help pages for Developers, these keys are used to access Pulpstream APIs from external systems. If a key needs to change (because it is old or because it has been compromised, click Edit and then click the Regenerate button on that field.)

Password Policy

Use this tab to set up your organization's password policy, to make as Textent or lenient as you need it to be.

• Expire Password in - How much time will elapse before an existing password is no longer valid. Default is Never.
• Enforce Password History - How many past passwords are remembered for this user, which forces them to choose something different.
• Minimum Password Length - How long the password has to be.
• Password Complexity - The kinds of characters that must be part of the password.
• Maximum Invalid Attempts before lockout - How many times a user can enter an incorrect password before further attempts are no longer allowed.
• Lockout Minutes - How long the user remains locked out, until they can try again.
• Session Timeout - How much time can elapse with no activity before the user is automatically logged out.
• Always Expire Mobile Session - As with most mobile apps, a Pulpstream mobile app session never expires, by default. (It is up to the user to end the session.) But session timeouts can be turned on here, to require a user to log in again after a period of inactivity. 

Single Sign-On

These settings configure interaction with an external authentication service that allows a user to log in one time to access to a suite of applications. Once configured, Pulpstream becomes one of those applications.
Learn more: Setting Up Single Sign-On

 

Integrations: SalesForce.com, EchoSign, DocuSign

EchoSign and DocuSign are secure document-signature services.

SalesForce.com is a full-service contact-management database system.

 

In these tabs, you set up the authentication steps that allow Pulpstream to integrate with those systems. (With the authentication steps in a place, designer can access them as stream records are processed.)