Difference between revisions of "Configuration Menu"
From SmartWiki
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The configuration menu is used to set both personal and organization configuration options. Some of these items will only be displayed if you are a [[System Administrator|system administrator]]. | The configuration menu is used to set both personal and organization configuration options. Some of these items will only be displayed if you are a [[System Administrator|system administrator]]. | ||
| − | * | + | * [[UTA|Tracking Applications]] – custom [[UTA|applications]] that you can create within [[SmartSimple]]. |
* [[User Centric Interface]] – used to create User Centric Interfaces and [[Personal Transaction|Personal Transactions]]. | * [[User Centric Interface]] – used to create User Centric Interfaces and [[Personal Transaction|Personal Transactions]]. | ||
* [[Personal Settings]] – controls your specific settings such as [[Password|password]], language, date formats, editor preferences, [[Menu|menu]] layout and wireless access. | * [[Personal Settings]] – controls your specific settings such as [[Password|password]], language, date formats, editor preferences, [[Menu|menu]] layout and wireless access. | ||
| − | * [[Global Settings]] – controls the global configuration including | + | * [[Global Settings]] – controls the global configuration including licensing, backup settings, visual settings, [[Custom Fields|custom fields]], [[Workflow|workflows]], [[ledger codes]] and [[Sign-Up Pages|signup pages]]. |
* [[Roles & Permissions]] – provides access to define [[User|user]] [[Role|roles]], account categories, [[Manager Permission|manager permissions]] and notes permissions. | * [[Roles & Permissions]] – provides access to define [[User|user]] [[Role|roles]], account categories, [[Manager Permission|manager permissions]] and notes permissions. | ||
[[Category:Glossary]][[Category:System Management]] | [[Category:Glossary]][[Category:System Management]] | ||
Revision as of 15:38, 25 June 2013
Configuration Menu
Shown above the Classic Interface view.
Shown above the Arcadia Interface view.
The configuration menu is used to set both personal and organization configuration options. Some of these items will only be displayed if you are a system administrator.
- Tracking Applications – custom applications that you can create within SmartSimple.
- User Centric Interface – used to create User Centric Interfaces and Personal Transactions.
- Personal Settings – controls your specific settings such as password, language, date formats, editor preferences, menu layout and wireless access.
- Global Settings – controls the global configuration including licensing, backup settings, visual settings, custom fields, workflows, ledger codes and signup pages.
- Roles & Permissions – provides access to define user roles, account categories, manager permissions and notes permissions.
