Difference between revisions of "Category:Global Settings"
From SmartWiki
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The Global Settings page has a search box on the action bar to search all available links on global settings. | The Global Settings page has a search box on the action bar to search all available links on global settings. | ||
Revision as of 13:58, 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.
- There is a search feature to search all available links on global settings
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 | Authentication 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 | |
| Integrations | Mobile App Settings | Settings specific to the Mobile application | |
| Classic Options | Classic Interface Options | Enable old versions of certain system features | |
| Classic Options | Classic Features and 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. | |
| Classic Options | ObjectSync Settings | Provides ability to synchronise companies and users between instances. |
Search Feature
The Global Settings page has a search box on the action bar to search all available links on global settings.
Users will be presented with options that contain the search criteria as the they type into the Search field.
They can click on any of these returned results and will be taken directly to the relevant configuration section.
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
