Skip to main content

Company Settings

Configure your organization's global preferences, security standards, and personal profile to ensure Volv Analytics aligns with your business workflows.

Dashboard Preferences​

Tailor the default view of your Volv dashboards to focus on the metrics that matter most to your team. These settings apply to your personal view and help you get to insights faster.

  • Default Date Range: Choose the standard time window (e.g., Last 7 Days, Last 30 Days) for all reports upon login.
  • Default Chart Metric: Select the primary KPI (e.g., Revenue, Speed to Lead) that appears on your main dashboard charts.
  • Default Filters: Set default exclusions or inclusions for calls and payments to keep your data clean.
[ASSET REQUEST]

Target Image: settings-general-dashboard-preferences.png
Page: Guides > Company Settings
UI State: Settings page with the General tab active, showing dashboard preference dropdowns.
Crop/Focus: Focus on the "Dashboard Preferences" card.
Annotations: Highlight the "Default Date Range" and "Default Chart Metric" selectors.
Owner/Source: Product Design Team

Profile Management​

Keep your account information up to date to ensure accurate attribution and communication.

  • Personal Details: Update your name, email address, and profile picture.
  • Interface Preferences: Toggle "Enable Animations" to optimize the dashboard experience for your hardware or personal preference.

Security and Access​

Protect your organization's data by maintaining strong security practices.

Multi-Factor Authentication (MFA)​

We strongly recommend enabling Multi-Factor Authentication to add an extra layer of security to your account.

  1. Navigate to Settings > Security.
  2. Click Enable MFA.
  3. Scan the QR code with your preferred authenticator app (e.g., Google Authenticator, Authy).
  4. Enter the verification code to confirm.
  5. Save your backup codes in a safe place.
[ASSET REQUEST]

Target Image: settings-security-mfa-setup.png
Page: Guides > Company Settings
UI State: MFA setup dialog open with a sample QR code.
Crop/Focus: Focus on the MFA setup dialog.
Annotations: Blur the actual QR code; highlight the "Verification Code" input field.
Owner/Source: Security Team

Password Management​

You can update your password at any time from the Security tab. Ensure your password meets the organization's complexity requirements.

Organization-Level Settings​

Users with Admin permissions can access additional tabs to configure the entire organization:

  • Integrations: Manage connections to Close CRM, Zoom, and other platforms.
  • Team Management: Invite users and define roles (see the Team Management guide).