Configuration Menu

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.