Difference between revisions of "Category:Global Settings"
From SmartWiki
| Line 48: | Line 48: | ||
| Additional features available to organizations | | Additional features available to organizations | ||
|- | |- | ||
| − | | | + | |Users |
|General Settings | |General Settings | ||
| User [[Sign-Up Pages|signup pages]], [[Standard Field|standard fields]], [[Custom Field|custom fields]], Statuses and buttons. | | User [[Sign-Up Pages|signup pages]], [[Standard Field|standard fields]], [[Custom Field|custom fields]], Statuses and buttons. | ||
| Line 78: | Line 78: | ||
|Transactions | |Transactions | ||
|General Settings | |General Settings | ||
| − | | | + | | Transaction Types, [[Standard Field|standard fields]], [[Custom Field|custom fields]], Statuses and buttons. |
| − | - | + | |- |
|Transactions | |Transactions | ||
|List View Settings | |List View Settings | ||
| Line 92: | Line 92: | ||
|Switch off/ on security settings. | |Switch off/ on security settings. | ||
|- | |- | ||
| − | | | + | |Integrations |
| − | |[[ | + | |AuthenticTION Settings |
| − | + | |Configure [[Primary Authentication Controller|Authentication Controll]] and [[Single Sign-On|Single Sign-On]]. | |
|- | |- | ||
| − | | | + | |Integrations |
| − | |[[SMTP Settings]] | + | |[[SMTP Settings|SMTP Relay Settings]] |
| Enable relay of all SmartSimple e-mail via your company's SMTP server. | | Enable relay of all SmartSimple e-mail via your company's SMTP server. | ||
|- | |- | ||
| − | | | + | |Integrations |
| − | |[[:Category: | + | |[[JSON API (SmartConnect)|API Settings]] |
| − | + | |Configure SmartConnect RESTful [[:Category:API|API]] functions | |
|- | |- | ||
| − | | | + | |Integrations |
| − | | | + | |Service Settings |
| − | | | + | |Configure Integration Key Management, including on-line signing of documents |
|- | |- | ||
| − | | | + | |Integrations |
| − | |[[GuideStar | + | |Watch List Settings |
| − | + | |Manage Watchlist and [[GuideStar]] settings | |
|- | |- | ||
|Connectivity | |Connectivity | ||
Revision as of 10:16, 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 | |
| Users | 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 | Transaction 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. | |
| Integrations | AuthenticTION Settings | Configure Authentication Controll and Single Sign-On. | |
| Integrations | SMTP Relay Settings | Enable relay of all SmartSimple e-mail via your company's SMTP server. | |
| Integrations | API Settings | Configure SmartConnect RESTful API functions | |
| Integrations | Service Settings | Configure Integration Key Management, including on-line signing of documents | |
| Integrations | Watch List Settings | Manage Watchlist and 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
