Category:UTA Settings

System administrators grant access to the Settings tab for each UTA using Manager Permissions. See this page for instructions on enabling the Settings tab.

Clicking on the Settings tab on the Menu Bar brings up the configuration pages for the UTA. The Settings pages consist of several separate tabs.

The following articles will describe the different configuration options on each tab:

Settings Tabs Available to All UTAs

• Settings Page
• General Page
• Security Page
• Entity Page
• Miscellaneous Page

On-Demand Settings Tabs

• Transaction tab - This tab becomes available when "Enable Transactions" is selected on the General Settings tab.
• Invoice tab - This tab becomes available when "Enable Invoicing" or "Enable Professional Services" is selected on the General Settings tab.
• Time and Expense tab - This tab becomes available when "Enable Professional Services" is selected on the General Settings tab.