Account
Steps on how to update your team profile.
Team's Profile
In this section, users can update company name, country, industry type, and team owner. To apply changes, click the "Save" button for updates to take effect.
Change Team Owner
Notes: When the team owner is switched to another user, the system will automatically change the previous owner role to administrator and switch the license subscription as well.
Tips
If an owner you want to add doesn't appear in the list, simply click on the external link icon
, which will redirect you to the user & employee form.
Security Preferences
In this section, you can modify the team password setting, which forces users to change their password at specified intervals. Select the days of password duration and press save. The system would force instantly to change the password.
Notes: Password must have at least 12 characters and contain at least one uppercase, number and special character.
File Repository & Lookup Preferences
In this section, you will configure options to select the type of watermark to apply to each file when it is downloaded in a controlled manner. These settings are applied to the attachment display in the File Repository & File Lookup.
Notes: The Watermark feature is only available on the Enterprise Subscription.
Team Merge
Notes:
The Team Merge feature is only available on the Enterprise Subscription.
Merged accounts do not share licenses; they are team-specific and can only be transferred by Inviting The User to your team.
Request Merge with Other Teams
In this section, you can request a merge with other teams to establish a connection and share records between them
Inputs required can be found here
Once you've filled in the required inputs and clicked Request Merge, the request will be added to the Merged Team Accounts section.
An email notification is sent to the team to be merged.
Merged Team Accounts Section
Merged teams, or merge requests, are displayed here.
Team Name
Status of Merging
, 
Action Available to manage the Team petitions:
Unmerge Team
Resend Request
Cancel Request
History of Merged team accounts (Audit Trail)
Accept Merge Request
To accept a merge request, the team owner who received the invitation must accept the email with which the team is registered and accept the request.
The teams are merged successfully.
An email notification will be received to confirm the merge.
Unmerge Teams
Notes: When a team is unmerged, the records created during the merge will remain in the owner's database. After unmerging, they won't be able to view or edit records corresponding to the other team.
Click the Unmerge Team Button and confirm the request to unmerge the teams.
An email notification is sent to notify the team about the unmerge.
Cancel a Merge Request
If you receive a merge request that you didn't intend to or was made in error, click the "Cancel Merge Request" and confirm the request,
View Audit Trail of Merge Request
Click the Audit Trail button to display the history of requests.
Deactivate Team Account
If you want to deactivate your account, click the "Contact Support" button to create a ticket for the CIQA Support team.
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