Changes

Jump to: navigation, search

Category:Global Settings

3,719 bytes removed, 20:04, 13 June 2019
no edit summary
'''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, 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|[[Organization Terminology|General Terminology]]| 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 |-|Users|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| Transaction Types, [[Standard Field|standard fields]], [[Custom Field|custom fields]], Statuses and buttons.|-|Transactions |List View Settings| Transaction List view options |-|Security|[[Login & Security Settings|Business Security Settings]]|How you wish to control access security.|-|Security|System Security Settings|Switch off/ on security settings.|-|Integrations|Authentication Settings |Configure [[Primary Authentication Controller|Authentication Controll]] and [[Single Sign-On|Single Sign-On]].|-|Integrations|[[SMTP Settings|SMTP Relay Settings]]| Enable relay of all SmartSimple e-mail via your company's SMTP server. |-|Integrations|[[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 |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. |{GlobalSettings 2017}}  =Search Feature= The Global Settings page has a search box on the action bar to search all available links on global settings. [[Image:GlobalSettingSearch.png]] Users will be presented with options that contain the search criteria as the they type into the Search field. [[Image:GlobalSettingSearch2.png]] They can click on any of these returned results and will be taken directly to the relevant configuration section.  [[Category:System Management]]
2,299
edits

Navigation menu