Difference between revisions of "Configuration Menu"
From SmartWiki
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{{ConfigurationMenu}} | {{ConfigurationMenu}} | ||
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| + | ==Configuration Menu Options== | ||
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]]. | ||
| + | * [[Autoloader]] - used to automatically update SmartSimple information with information from external text files. | ||
| + | * [[Global Settings]] – controls the global configuration including licensing, backup settings, visual settings, [[Custom Fields|custom fields]], [[Workflow|workflows]], [[Ledger Codes|ledger codes]] and [[Sign-Up Pages|signup pages]]. | ||
| + | * [[Roles & Permissions]] – provides access to define [[User|user]] [[Role|roles]], [[Client Categories|account categories]], [[Manager Permission|manager permissions]] and [[Notes Permissions|notes permissions]]. | ||
* [[UTA|Tracking Applications]] – custom [[UTA|applications]] that you can create within [[SmartSimple]]. | * [[UTA|Tracking Applications]] – custom [[UTA|applications]] that you can create within [[SmartSimple]]. | ||
| + | * [[Workflows]] - used to create a set of repeatable steps used to automate, review, and approve processes within the system. | ||
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| + | ==Retired Menu Options== | ||
* [[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. | ||
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[[Category:Glossary]][[Category:System Management]] | [[Category:Glossary]][[Category:System Management]] | ||
Revision as of 14:54, 18 December 2015
Configuration Menu
Shown above the Classic Interface view.
Shown above the Arcadia Interface view.
Configuration Menu Options
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.
- Autoloader - used to automatically update SmartSimple information with information from external text files.
- 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.
- Tracking Applications – custom applications that you can create within SmartSimple.
- Workflows - used to create a set of repeatable steps used to automate, review, and approve processes within the system.
Retired Menu Options
- 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.
