Difference between revisions of "Category:UTA Settings"
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− | [[System administrator]]s grant access to the Settings tab for each {{UTA}} using [[Manager_Permissions#UTA-Specific_Manager_Permissions|Manager Permissions]]. | + | [[System administrator]]s grant access to the Settings tab for each {{UTA}} using [[Manager_Permissions#UTA-Specific_Manager_Permissions|Manager Permissions]]. To access the UTA Settings for a particular UTA, first navigate to that UTA. You will then see the '''Configuration Settings''' button, signified by the gear icon. |
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− | :[[Image: | + | : [[Image:Configuration Settings.png]] |
+ | ''Configuration Settings Icon'' | ||
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+ | Clicking on the '''Configuration Settings''' button brings up the configuration pages for the UTA. The Settings pages consist of several separate tabs: | ||
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+ | : [[Image:UTA Settings Tabs.png]] | ||
==Settings Tabs Available to All UTAs== | ==Settings Tabs Available to All UTAs== | ||
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* [[UTA Settings - General|General Tab]] | * [[UTA Settings - General|General Tab]] | ||
+ | * [[UTA Settings - Entity|Entity Tab]]s | ||
* [[UTA Settings - Security|Security Tab]] | * [[UTA Settings - Security|Security Tab]] | ||
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* [[UTA Settings - Connectivity|Connectivity Tab]] | * [[UTA Settings - Connectivity|Connectivity Tab]] | ||
− | * [[ | + | * [[Classic Options|Classic Options Tab]] |
==On-Demand Settings Tabs== | ==On-Demand Settings Tabs== | ||
− | * [[UTA Settings - | + | * [[Level 2 Entity|Level 2 Activity Entity tab]] - This tab becomes available when "Enable Tracking Activity" is selected on the [[UTA Settings - General|General Settings tab]]. |
+ | * [[Level 3 Entity|Level 3 Sub-Activity Entity tab]] - This tab becomes available when "Enable Tracking Sub-Activity" is selected on the [[UTA Settings - General|General Settings tab]]. | ||
* [[UTA_Settings_-_Invoice|Invoice tab]] - This tab becomes available when "Enable Invoicing" or "Enable Professional Services" is selected on the [[UTA Settings - General|General Settings tab]]. | * [[UTA_Settings_-_Invoice|Invoice tab]] - This tab becomes available when "Enable Invoicing" or "Enable Professional Services" is selected on the [[UTA Settings - General|General Settings tab]]. | ||
− | * [[ | + | * [[Time and Expense Tab]] - This tab becomes available when "Enable Professional Services" is selected on the [[UTA Settings - General|General Settings tab]]. |
[[Category:Universal Tracking Application]][[Category:System Management]] | [[Category:Universal Tracking Application]][[Category:System Management]] |
Latest revision as of 15:15, 30 November 2021
System administrators grant access to the Settings tab for each using Manager Permissions. To access the UTA Settings for a particular UTA, first navigate to that UTA. You will then see the Configuration Settings button, signified by the gear icon.
Configuration Settings Icon
Clicking on the Configuration Settings button brings up the configuration pages for the UTA. The Settings pages consist of several separate tabs:
Settings Tabs Available to All UTAs
On-Demand Settings Tabs
- Level 2 Activity Entity tab - This tab becomes available when "Enable Tracking Activity" is selected on the General Settings tab.
- Level 3 Sub-Activity Entity tab - This tab becomes available when "Enable Tracking Sub-Activity" is selected on the General Settings tab.
- Invoice tab - This tab becomes available when "Enable Invoicing" or "Enable Professional Services" is selected on the General Settings tab.
- Time and Expense Tab - This tab becomes available when "Enable Professional Services" is selected on the General Settings tab.
Pages in category ‘UTA Settings’
The following 45 pages are in this category, out of 45 total.