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Configuring a SmartSimple Instance

611 bytes added, 18:47, 24 June 2019
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<pre> Tip: Keep this page open while opening hyperlinks from this page. Although other articles will give more specific instrucftions instructions for configuring certain features for configuration, this page will be helpful by giving you 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. 
==[[Global Settings]]==[[Global Settings]] are accessed though the [[Configuration Menu|Configuration]]<pre> No matter what, Global Settings [[Menu|menu]]. This page contains key global settings in a set of sections. This [[Menu|menu]] best practice is to test configuration and related tabs are only available changes to your system administratorsin the Backup Instance prior to modifying the live instance.</pre> 
1. Click the [[Configuration Menu|Configuration]]In order to properly configure your system, you must know where your '''menu icon '''is as well as '''Global Settings [[Menu|menu]].'''
The Global Settings Your menu icon is located on the top right of your page is displayed, and looks like a 9-square icon. 
:: {{GlobalSettings 2017Icon-Menu}}  The '''Global Settings '''area of the system is available under the heading '''Configuration. ''' See [[:Category:Global Settings|Global Settings]] for a full list of the available features in a set of sections. 
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