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Configuring a SmartSimple Instance

153 bytes added, 20:04, 24 June 2019
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||Give high-level permissions to specific roles and choose your {{GUA}}s. Determine which groups of people will be responsible for each application and feature in your SmartSimple copy. 
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<pre><br /> Tip: Keep this page open while opening hyperlinks from this page. Although other articles will give more specific instructions for configuring certain features, this page will be helpful by providing a broad sequence of areas required for successful configuration. </pre>
==Menu and Global Settings==
If you are a [[Global User Administrator|System Administrator]], you will have access to '''Global Settings. '''Users with SysAdmin permissions will be able to access all functions within the system and to customize roles, security, feature visibilities, etc. Be cautious with who you assign in a SysAdmin role, as their access into the system has the potential to make wide and immediate impact. 
<pre> No matter what, best practice is to test configuration and changes to your system in the Backup Instance prior to modifying the live instance. </pre>
* The [[Backup Server and Testing Instance]] will not retain any changes into the live [[instance]]; the backup is overwritten nightly with that day's production copy. 
 
In order to properly configure your system, you must know where your '''menu icon '''is as well as '''Global Settings.'''
As part of the implementation process, SmartSimple or its partners will configure the look and feel of your system for you. Anyone with SysAdmin privileges will then be able to change the branding and visual settings of the system at any time. 
====Accessing the Branding ConfigurationSettings====
1. Click on the 9-square menu icon on the top right of your page.
:: {{Icon-Menu}} 
 
2. Under the heading '''Configuration, '''select '''Global Settings. '''
3. Click onto the second tab, labelled '''Branding.'''
:: [[File:Branding.png|800px700px|border]] 
==[[Using the Colour Picker]]==
Colours are selected by clicking the colour palette icon to the right of the colour box.
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