Difference between revisions of "Category:Global Settings"
From SmartWiki
Line 13: | Line 13: | ||
|System | |System | ||
|[[System Configuration]] | |[[System Configuration]] | ||
− | | How the system should be customized to your specific business needs | + | | How the system should be customized to your specific business needs, including system-wide variables and all custom fields (including those in UTAs) |
|- | |- | ||
|System | |System | ||
− | | | + | |System Options |
− | | Access to system | + | | Switch off or on certain System options |
+ | |- | ||
+ | |System | ||
+ | |System Process | ||
+ | | Configure certain processes that may need to be run on a regular basis | ||
+ | |- | ||
+ | |System | ||
+ | | System Log and Summary | ||
+ | | Access to logs and system overview sections | ||
|- | |- | ||
|Branding | |Branding | ||
Line 23: | Line 31: | ||
| How this copy of [[SmartSimple]] will look. | | How this copy of [[SmartSimple]] will look. | ||
|- | |- | ||
− | |Branding | + | |Branding |
− | |[[Organization Terminology]] | + | |[[Organization Terminology|General Terminology]] |
| The company and people terminology you wish to use in this copy of SmartSimple. | | The company and people terminology you wish to use in this copy of SmartSimple. | ||
+ | | | ||
+ | |- | ||
+ | |Organizations | ||
+ | |General Settings | ||
+ | | Company [[Sign-Up Pages|signup pages]], [[Custom Field|custom fields]], Statuses and buttons. | ||
+ | |- | ||
+ | |Organizations | ||
+ | |List View Settings | ||
+ | | Company List view options | ||
+ | |- | ||
+ | |Organizations | ||
+ | |Miscellaneous | ||
+ | | Additional features available to organizations | ||
+ | |- | ||
+ | |User s | ||
+ | |General Settings | ||
+ | | User [[Sign-Up Pages|signup pages]], [[Standard Field|standard fields]], [[Custom Field|custom fields]], Statuses and buttons. | ||
+ | |- | ||
+ | |Users | ||
+ | |List View Settings | ||
+ | | User List view options | ||
|- | |- | ||
− | | | + | |User |
− | | | + | |Miscellaneous |
− | | | + | | Additional features available to users |
|- | |- | ||
− | | | + | |Associations |
− | | | + | |General Settings |
− | | | + | | Switch on feature, and configure [[Standard Field|standard fields]] and [[Custom Field|custom fields]] |
|- | |- | ||
− | | | + | |Associations |
− | | | + | |List View Settings |
− | | | + | | Association List view options |
|- | |- | ||
− | | | + | |Associations |
− | |[[ | + | |Miscellaneous |
− | | | + | | Additional features available to Associations |
+ | |- | ||
+ | |Associations | ||
+ | |Importing Tools | ||
+ | | Options to import Associations, People Relationships and Company Relationships | ||
+ | |- | ||
+ | |Transactions | ||
+ | |General Settings | ||
+ | | Trasnaction Types, [[Standard Field|standard fields]], [[Custom Field|custom fields]], Statuses and buttons. | ||
+ | - | ||
+ | |Transactions | ||
+ | |List View Settings | ||
+ | | Transaction List view options | ||
|- | |- | ||
|Security | |Security | ||
− | |[[Login & Security Settings]] | + | |[[Login & Security Settings|Business Security Settings]] |
|How you wish to control access security. | |How you wish to control access security. | ||
|- | |- | ||
− | | | + | |Security |
+ | |System Security Settings | ||
+ | |Switch off/ on security settings. | ||
+ | |- | ||
+ | |Integration | ||
|[[JSON API (SmartConnect)|SmartConnnect API]] | |[[JSON API (SmartConnect)|SmartConnnect API]] | ||
|Configure SmartConnect RESTful [[:Category:API|API]] functions | |Configure SmartConnect RESTful [[:Category:API|API]] functions |
Revision as of 11:11, 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, including system-wide variables and all custom fields (including those in UTAs) | |||
System | System Options | Switch off or on certain System options | |||
System | System Process | Configure certain processes that may need to be run on a regular basis | |||
System | System Log and Summary | Access to logs and system overview sections | |||
Branding | Branding & Visual Settings | How this copy of SmartSimple will look. | |||
Branding | General Terminology | The company and people terminology you wish to use in this copy of SmartSimple. | |||
Organizations | General Settings | Company signup pages, custom fields, Statuses and buttons. | |||
Organizations | List View Settings | Company List view options | |||
Organizations | Miscellaneous | Additional features available to organizations | |||
User s | General Settings | User signup pages, standard fields, custom fields, Statuses and buttons. | |||
Users | List View Settings | User List view options | |||
User | Miscellaneous | Additional features available to users | |||
Associations | General Settings | Switch on feature, and configure standard fields and custom fields | |||
Associations | List View Settings | Association List view options | |||
Associations | Miscellaneous | Additional features available to Associations | |||
Associations | Importing Tools | Options to import Associations, People Relationships and Company Relationships | |||
Transactions | General Settings | Trasnaction Types, standard fields, custom fields, Statuses and buttons.
- |
Transactions | List View Settings | Transaction List view options |
Security | Business Security Settings | How you wish to control access security. | |||
Security | System Security Settings | Switch off/ on security settings. | |||
Integration | 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