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Configuring a SmartSimple Instance

37 bytes removed, 20:01, 24 June 2019
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=Overview=
[[SmartSimple]] is a cloud-based platform that prides itself on its total flexibility; we have highly configurable options for almost every part of our system, so that you can easily tailor your [[instance]] to your company's direct needs as well as your personal preferences. This page will bring you through the general chronological steps for configuring a SmartSimple instance, so that by . By the end of it, you will have built the foundations for a system that is designed for your unique business aims. 
=Configuration - Essentials=
||Give high-level permissions to specific roles and choose your {{GUA}}s. Determine which groups of people will be responsible for each application and feature in your SmartSimple copy. 
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 <pre><br /> Tip: Keep this page open while opening hyperlinks from this page. Although other articles will give more specific instructions for configuring certain features, this page will be helpful by 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. 
:: [[File:Menu and global settings.png|600px|border]]
==[[Branding & Visual Settings|Branding]]==
These settings are used to control the overall visual and branding settings* See [[Branding]] for more detailed information. 
As part of the implementation process, SmartSimple or its partners will configure the look and feel of your system for you. Anyone with SysAdmin privileges will then be able to change the branding and visual settings of the system at any time. 
====Accessing the Branding Configuration====1. Click on the '''Colours & Fonts''' link to review 9-square menu icon on the visual settingstop right of your page.
==[[Using a Theme]]==As an alternative to setting your own colours, you can download a colour theme from the [[SmartSimple]] wiki and apply that theme to your copy. 1. Launch a new [[Browser|browser]] window. 2. Go to '''http://www.smartsimple.org''' 3. Type '''Theme''' into the search box. The Page text matches are displayed. [[Image:Glob4.png]]{{Icon-Menu}} 
42. Click on Under the link for heading '''ThemesConfiguration, '''select '''Global Settings. '''
The Instructions are listed on the page and the themes listed below 3. Click onto the instructionssecond tab, labelled '''Branding.'''
5. Follow the instructions on the page:: [[File:Branding.png|800px|border]]
==[[Using the Colour Picker]]==
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