Category:Global Settings

Global Settings are accessed through the Configuration Menu > Global Settings

• The Global Settings page contains key global settings in a set of sections.
• This menu and related tabs are only available to system administrators.
• There is a search feature to search all available links on global settings

The page is organized into various tabs, each with sub-sections:

Tab Name	Sub-section	Description
System	System Configuration	How the system should be customized to your specific business needs, including system-wide variables and all custom fields (including those in UTAs)
System	System Options	Switch off or on certain System options
System	System Process	Configure certain processes that may need to be run on a regular basis
System	System Log and Summary	Access to logs and system overview sections
Branding	Branding & Visual Settings	How this copy of SmartSimple will look.
Branding	General Terminology	The company and people terminology you wish to use in this copy of SmartSimple.
Organizations	General Settings	Company signup pages, custom fields, Statuses and buttons.
Organizations	List View Settings	Company List view options
Organizations	Miscellaneous	Additional features available to organizations
Users	General Settings	User signup pages, standard fields, custom fields, Statuses and buttons.
Users	List View Settings	User list view options
User	Miscellaneous	Additional features available to users
Associations	General Settings	Switch on feature, and configure standard fields and custom fields
Associations	List View Settings	Association List view options
Associations	Miscellaneous	Additional features available to Associations
Associations	Importing Tools	Options to import Associations, People Relationships and Company Relationships
Transactions	General Settings	Transaction Types, standard fields, custom fields, Statuses and buttons.
Transactions	List View Settings	Transaction List view options
Security	Business Security Settings	How you wish to control access security.
Security	System Security Settings	Switch off/ on security settings.
Integrations	Authentication Settings	Configure Authentication Control and Single Sign-On.
Integrations	SMTP Relay Settings	Enable relay of all SmartSimple e-mail via your company's SMTP server.
Integrations	API Settings	Configure SmartConnect RESTful API functions
Integrations	Service Settings	Configure Integration Key Management, including on-line signing of documents
Integrations	Watch List Settings	Manage Watchlist and GuideStar settings
Integrations	Mobile App Settings	Settings specific to the Mobile application
Classic Options	Classic Interface Options	Enable old versions of certain system features
Classic Options	Classic Features and Functions	Control of various system objects
Classic Options	People Online Settings	Select the fields that will be displayed when you move your mouse over a user listed in the People online list.
Classic Options	ObjectSync Settings	Provides ability to synchronise companies and users between instances.

Pages in category ‘Global Settings’

The following 75 pages are in this category, out of 75 total.

A

• Adding Statuses for Organizations and Contacts - Why?
• Address Book Template
• Address Types
• Advanced Logic
• Alias
• Arcadia Settings
• Association Settings
• Associations
• Authentication Member
• Auto Loader
• Autoloader for Associations

B

• Bypassing the Login Page

C

• Classic Options
• Company & Account Settings
• Company Relationship
• Configuration Error Log
• Configuration mode
• Configuring a SmartSimple Instance
• Configuring Ajax List Views
• Configuring Privacy, Confidentiality and Other Policies
• Contact and Account Standard Fields
• Custom Fields Global Setting
• Custom Password Policy Examples

D

• Data Loading & Backup
• Database and File Storage Status
• Default User Settings
• Delete Redirect Template
• Deleted Custom Fields
• Disable User Account After Inactive Period - Why?
• Duplicate Check

E

• Email & Email Broadcast Security
• Enable Logout
• Enable Translation Service
• Enable URL Parameter Encryption
• Enable warning upon navigation from unsaved forms
• Enhanced Security Mode
• Event Types

G

• Global Settings Search
• GuideStar Charity Check
• GuideStar Settings

I

• Importing Address
• Importing Organizations or Contacts Association

L

• Label & Tab Terminology
• Language Library
• Ledger Codes
• Linking Autoloaders
• Lock System Configurations

P

• Password Policy
• PDF Parser - Why?
• Primary Authentication Controller

R

• Reminder Templates
• Resource Types
• Rich Editor Settings

S

• Scheduler
• Screen Share
• Search Custom Fields
• Security Settings
• Session Timeout
• Setting an E-mail Domain
• SmartCheck Validation
• Suppress E-mail Alert
• System Feature Permissions
• System Summary
• System Variables
• System Variables and Custom Fields

T

• Terminate User Session

U

• Updated Login Messaging - Why?
• User Delegation
• Using the Colour Picker
• UTA PDF Parser
• UTA PDF Parser - Configuration Instructions

V

• Viewing Address Types
• Visibility Permissions

W

• Web Alias
• What is the Spool Folder Setting in the Global Settings?