Difference between revisions of "Category:Global Settings"
From SmartWiki
| Line 19: | Line 19: | ||
| Access to system-wide variables and all custom fields (except those in UTAs) | | Access to system-wide variables and all custom fields (except those in UTAs) | ||
|- | |- | ||
| − | |Branding | + | |Branding |
|[[Branding & Visual Settings]] | |[[Branding & Visual Settings]] | ||
| How this copy of [[SmartSimple]] will look. | | How this copy of [[SmartSimple]] will look. | ||
Revision as of 09:58, 10 July 2017
Global Settings are accessed through the Configuration Menu > Global Settings
- The Global Settings page contains key global settings in a set of sections.
- This menu and related tabs are only available to system administrators.
The page is organized into various tabs, each with sub-sections:
| Tab Name | Sub-section | Description |
|---|---|---|
| System | System Configuration | How the system should be customized to your specific business needs. |
| System | System Variables and Custom Fields | Access to system-wide variables and all custom fields (except those in UTAs) |
| Branding | Branding & Visual Settings | How this copy of SmartSimple will look. |
| Branding & Terminology | Organization Terminology | The company and people terminology you wish to use in this copy of SmartSimple. |
| Branding & Terminology | Label & Tab Terminology | Control the terminology on various labels and tabs in this copy of SmartSimple. |
| Organizations & Users | Company & Account Settings | Company signup pages, custom fields and NAIC codes. |
| Organizations & Users | User & Contact Settings | User signup pages, custom fields. |
| Organizations & Users | Association Settings | Provides ability to link users to more than one company. |
| Security | Login & Security Settings | How you wish to control access security. |
| Connectivity | SmartConnnect API | Configure SmartConnect RESTful API functions |
| Connectivity | SMTP Settings | Enable relay of all SmartSimple e-mail via your company's SMTP server. |
| Connectivity | Online Signature | Configure on-line signing of documents |
| Connectivity | Mobile Application | Contains link to Mobile App Settings pages. |
| Connectivity | GuideStar Settings | Manage GuideStar settings |
| Connectivity | ObjectSync Settings | Provides ability to synchronise companies and users between instances. |
| Connectivity | Payment Settings | Manage Payment Forms |
| Connectivity | Other Connectivity Settings | Includes Single Sign-On and PDF Parser options |
| Data | Database and File Storage Status | If SmartFolders are enabled the amount of space required |
| Data | Database Loading | Manage scheduled bulk data imports |
| Classic Options | Classic Interface Options | Enable old versions of certain system features |
| Classic Options | Classic Functions | Control of various system objects |
| Classic Options | People Online Settings | Select the fields that will be displayed when you move your mouse over a user listed in the People online list. |
| Privacy and Security | Policy table | Define custom Privacy and Security statements based on certain criteria |
Pages in category ‘Global Settings’
The following 75 pages are in this category, out of 75 total.
A
C
- Classic Options
- Company & Account Settings
- Company Relationship
- Configuration Error Log
- Configuration mode
- Configuring a SmartSimple Instance
- Configuring Ajax List Views
- Configuring Privacy, Confidentiality and Other Policies
- Contact and Account Standard Fields
- Custom Fields Global Setting
- Custom Password Policy Examples
