Difference between revisions of "Configuration Menu"
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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]]. | ||
| − | * [[Content management]] | + | * [[Content management]] – This allows you to create multiple custom login pages for various groups of users within the same system. |
* [[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]]. | * [[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 and Security Settings|Roles and Security]] – provides access to define [[User|user]] [[Role|roles]], [[Client Categories|account categories]], [[Manager Permission|manager permissions]] and [[Notes Permissions|notes permissions]]. | * [[Roles and Security Settings|Roles and Security]] – provides access to define [[User|user]] [[Role|roles]], [[Client Categories|account categories]], [[Manager Permission|manager permissions]] and [[Notes Permissions|notes permissions]]. | ||
Revision as of 10:55, 3 June 2019
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.
- Content management – This allows you to create multiple custom login pages for various groups of users within the same system.
- Global Settings – controls the global configuration including licensing, backup settings, visual settings, custom fields, workflows, ledger codes and signup pages.
- Roles and Security – provides access to define user roles, account categories, manager permissions and notes permissions.
- Tracking Applications – custom applications that you can create within SmartSimple.
