Company settings
Your practice's profile, and the settings that decide how ordering and inventory work for your team.
Company Settings holds everything about your practice itself: its name, logo and specialty, and the options that decide how your account behaves, such as whether orders need approval and whether stock is kept in Wren. Changes here apply to everyone in the practice.
Only account admins can open Company Settings.
Open Company Settings
- Press Account Settings at the foot of the sidebar.
- Choose Company Settings, the first entry in the menu.
The page has two parts: Company Details at the top, and Account Settings below it.
Company details
The banner at the top shows your practice's name, account number and specialty, with its logo.
- Logo: press Upload New Image to add or replace your practice's logo. It shows in the sidebar, so your team can tell at a glance which practice they're in.
- Account Name: the name of your practice as your team sees it in Wren.
- Facility Specialty: your practice specialty, such as Dental, Pediatrics or Urgent Care. Wren uses it to recommend the right products and suppliers.
- Account Number: your practice's Wren account number. Wren sets it, so it stays the same.
To change your details:
- Edit Account Name or choose a new Facility Specialty.
- Press Save Changes.
Press Reset instead to go back to what was saved.
Order settings
Ordering happens differently at different practices. These switches set how orders are checked before they go to your suppliers:
| Setting | What it does |
|---|---|
| Require Approvals | Orders need a sign-off before they are submitted. |
| Number of Approved Reviews Needed | How many approvals an order collects before it goes out. Use + and – to set it. |
| Allow Self Approval | Order creators may approve their own orders. |
| Allow Admins to Bypass Approval | Admins may submit orders without waiting on approvals. |
Number of Approved Reviews Needed can be changed while Require Approvals is on. These settings save as you change them. For a step-by-step guide and who can approve, see Set up approvals.
Inventory settings
Enable Inventory makes the inventory part of Wren available to your team. With it on, what you receive goes onto your shelves in Wren, by location, with lots and expiry dates, and your team can take out what they use.
The setting saves as soon as you change it. See Your inventory to get started.
The rest of the Account Settings menu
The other entries in the menu each have their own article:
- Locations: see Locations and billing.
- Users: see Manage users.
- Suppliers: see Catalogs and access.
- Billing & Subscriptions: see Locations and billing.
Related
See it for yourselfTry this in the interactive demo, on a practice account you can’t break.
Open the demo