Changes

Category:Global Settings

634 bytes added, 13:00, 1 June 2016
no edit summary
* This [[Menu|menu]] and related tabs are only available to [[System Administrator|system administrators]].
The page is organized into various tabs, each with sub-sections:* [[Branding & Visual Settings]] – how this copy of [[SmartSimple]] will look.* [[Database and File Storage Status]] – count companies and people – plus the ability to restore deleted companies or contacts.{| class="wikitable"|+style="text-align:left"|!Tab Name!Sub-section!Description|-* [[Login & Security Settings]] – how you wish to control access security.|System* |[[Business & System Configuration]] – how | How the system should be customized to your specific business needs.* |-|System|[[System Variables and Custom Fields]] - access | Access to system-wide variables and all custom fields (except those in UTAs)* |-|Branding & Terminology|[[ObjectSyncBranding & Visual Settings]] | How this copy of [[SmartSimple]] will look.|-|Branding & Terminology|ObjectSync Settings[[Organization Terminology]] – provides ability | The company and people terminology you wish to synchronise companies and use in this copy of SmartSimple.|-|Branding & Terminology|[[User|usersLabel & Tab Terminology]] between instances| Control the terminology on various labels and tabs in this copy of SmartSimple.* |-|Organizations & Users|[[Company & Account Settings]] – company | Company [[Sign-Up Pages|signup pages]], [[Custom Field|custom fields]] and NAIC codes.* |-|Organizations & Users|[[User & Contact Settings]] – user | User signup pages, custom fields.* |-|Organizations & Users|[[Association Settings]] – provides | Provides ability to link users to more than one company.* [[People Online Settings]] – select the fields that will be displayed when you move your mouse over a user listed in the People online list.|-|Security<!--* |[[SmartFolder Login & Security Settings]] – if SmartFolders are enabled the amount of space required, and if you require use of the on-line editing features. [moved to Database & File Size]-->* [[Organization Terminology]] – the company and people terminology |How you wish to use in this copy of SmartSimplecontrol access security.* [[Label & Tab Terminology]] |- control the terminology on various labels and tabs in this copy of SmartSimple.* |Connectivity|[[Data Loading & BackupSmartConnnect API]] – controls scheduled data loading and scheduled backups.* |Configure SmartConnect RESTful API functions |-|Connectivity Settings - contains a link to [[SmartPost Settings]] page. * |[[SMTP Settings]] - enable | Enable relay of all SmartSimple e-mail via your company's SMTP server. * |-|Connectivity|[[:Category:E-Signature|Online Signature]] |Configure on-line signing of documents |-|Connectivity|[[:Category:Mobile App|Mobile Application]] - contains |Contains link to [[Global UTA Settings: - Mobile App| Mobile App Settings]] pages. * |-|Connectivity|[[GuideStar Settings|GuideStar Settings]] |Manage GuideStar settings |-|Connectivity|[[ObjectSync|ObjectSync Settings]] |Provides ability to synchronise companies and [[User|users]] between instances.|-|Connectivity|[[Payment Integration|Payment Settings]]|Manage Payment Forms |-|Connectivity|Other Connectivity Settings |Includes Single Sign-On and PDF Parser options |-|Data|[[Database and File Storage Status]]|If SmartFolders are enabled the amount of space required|-|Data|[[Auto Loader|Database Loading]]|Manage scheduled bulk data imports|-|Classic Options |[[Classic Interface Options]]|Enable old versions of certain system features  |-|Classic Options |Classic 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. |-|Privacy and Security |Policy table|Define custom Privacy and Security statements based on certain criteria
<!--''You can use the '''Quick Link''' combo box at the top of the page to move to the specific section without scrolling.''-->
[[Category:System Management]]
Smartstaff, administrator
4,478
edits