ANTE User Manual

Company Information

Company Information settings allow you to configure your organization's basic details that appear throughout the system.

Overview

Set your company's name, logo, address, and contact information. This information appears on documents, emails, and throughout the interface.

Page Layout

  • Company Logo - Upload section
  • Company Details Form - Basic information
  • Contact Information - Communication details
  • Save button - Save all changes

Company Details

FieldDescription
Company NameLegal company name
Company LogoCompany logo image
Business TypeType of business
Tax ID / TINTax identification number
Registration No.Business registration number

Contact Information

FieldDescription
AddressFull street address
CityCity name
Province/StateProvince or state
Postal CodeZIP or postal code
CountryCountry name
PhoneMain phone number
EmailGeneral email address
WebsiteCompany website URL

Common Tasks

Updating Company Name

  1. Go to Settings → Company → Company Information
  2. Edit Company Name field
  3. Click Save
  1. Go to Company Information
  2. Click on logo area or Upload
  3. Select image file (PNG, JPG)
  4. Crop/adjust if needed
  5. Click Save

Logo Requirements:

  • Format: PNG or JPG
  • Recommended: Square or horizontal
  • Max size: Usually 2MB
  • Transparent background preferred

Updating Address

  1. Open Company Information
  2. Edit address fields
  3. Click Save
  4. Address updates on all documents

Login Security

Below the main form, an admin-only Login Security panel sets company-wide sign-in and password policies that apply to every employee. It is visible only to full-access (Super Admin) accounts — having the developer flag alone does not show this panel.

Login Security Fields

FieldTypeDefaultDescription
Require email verification on new-device loginToggle (saves instantly)OnWhen on, employees signing in from an unrecognized device must enter a code emailed to them. When off, logins skip the email code.
Restrict concurrent sessionsToggle (saves instantly)OffWhen on, a new login signs the account out of every other active session — only one active session per user. When off, users can stay signed in on several devices at once.
Password expiry (days)Number360Forces a password change every N days. Leave empty to disable expiry.
Expiry warning (days before)Number15Warns users this many days before their password expires.
Password history countNumber5Rejects reuse of the last N passwords. 0 disables the check.
Idle timeout (minutes)NumberDisabledSigns users out after N minutes of inactivity. Leave empty to disable.
Inactivity deactivation (days)NumberDisabledDeactivates accounts that haven't logged in for N days. Leave empty to disable.
Login noticeText areaEmptyA notice (for example, an authorized-use notice) shown to everyone on the sign-in screen before they log in. Leave empty to show nothing.

Saving Login Security Settings

  • Require email verification on new-device login and Restrict concurrent sessions save immediately when you flip the toggle — there is no separate save step for these two.
  • The number fields and the Login notice text area are saved together: change any of them, then click Save Changes at the bottom of the panel. The button stays disabled until something has actually changed.

Password Composition Rules

Whenever a password is set anywhere in ANTE — a new employee account, an admin resetting someone's password, a user changing their own password, or during sign-up — the password must:

  • Be at least 8 characters long
  • Include both uppercase and lowercase letters
  • Include at least one number
  • Include at least one special character
  • Not resemble the account's username or email
  • Not be a common word or a predictable keyboard/number pattern (e.g. qwerty, 123456, repeated or sequential characters)

These rules are shown as a live checklist (each rule checks off as it's satisfied) wherever a new password is typed.

Forced Password Change

A user is required to set a new password immediately at their next sign-in when:

  • Their account was just created by an administrator.
  • An administrator reset their password.
  • Their password has passed the Password expiry (days) limit set above.

When this happens, the user is taken to a dedicated Change Your Password screen instead of the dashboard, and can't navigate anywhere else until they set a new (policy-compliant) password — the only other option is to sign out. Users approaching their expiry date (inside the Expiry warning window) instead see a dismissible warning after logging in, with a link to change their password from My Profile → Security.

Purchasing

Below Login Security, an admin-only Purchasing panel sets the company's canvassing policy. It is visible only to full-access (Super Admin) accounts — having the developer flag alone does not show this panel.

FieldTypeDefaultRangeDescription
Minimum canvass suppliersNumber21–5The minimum number of suppliers a purchasing canvass must compare before it can be submitted. Applies to the Canvass Sheet workflow step and both Canvassing pages.

Change the value and click Save — the button stays disabled until the number is valid (1–5) and actually different from the saved value. Canvass screens already open pick up the new minimum right away.

Where Information Appears

Company information is used in:

  • Document Headers - Invoices, POs, reports
  • Email Signatures - System emails
  • Login Page - Company branding
  • Reports - Official documents
  • Notifications - System messages

Tips

  • Accurate Info - Keep details current
  • Professional Logo - Use high-quality image
  • Legal Name - Use official registered name
  • Complete Address - Include all details
  • Verify Tax ID - Ensure accuracy for documents

💡 Note: Changes to company information may take a moment to appear across all areas of the system.

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