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Category:Global Settings

2,560 bytes removed, 20:04, 13 June 2019
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'''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|menu]] and related tabs are only available to [[System Administrator|system administrators]].
* There is a '''[[Global Settings Search|search]]''' feature to search all available links on global settings 
The page is organized into various tabs, each with sub-sections:
{| class="wikitable"|+style="text-align:left"|!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 & Terminology|[[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 [[Sign-Up Pages|signup pages]], [[Custom Field|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|[[:Category:E-Signature|Online Signature]] |Configure on-line signing of documents |-|Connectivity|[[:Category:Mobile App|Mobile Application]]|Contains link to [[UTA Settings - Mobile App| Mobile App Settings]] pages. |-|Connectivity|[[GuideStar Settings|GuideStar Settings]] |Manage GuideStar settings |-|Connectivity|[[ObjectSync|ObjectSync Settings]] |Provides ability to synchronise companies and [[User|users]] between instances.|-|Connectivity|[[:Category:Payments|Payment Settings]]|Manage Payment Forms |-|Connectivity|Other Connectivity Settings |Includes [[Single Sign-On|Single Sign-On]] and [[UTA PDF Parser|PDF Parser]] options|-|Data|[[Database and File Storage Status]]|If SmartFolders are enabled the amount of space required|-|Data|[[Auto Loader|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    [[Category:System Management]]{GlobalSettings 2017}}
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