Difference between revisions of "Category:Global Settings"

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* This [[Menu|menu]] and related tabs are only available to [[System Administrator|system administrators]].
 
* This [[Menu|menu]] and related tabs are only available to [[System Administrator|system administrators]].
 
   
 
   
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The page is organized into various sections:
+
The page is organized into various tabs, each with sub-sections:
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* [[Branding & Visual Settings]] – how this copy of [[SmartSimple]] will look.
+
 
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* [[Database and File Storage Status]] – count companies and people – plus the ability to restore deleted companies or contacts.
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{| class="wikitable"
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* [[Login & Security Settings]] – how you wish to control access security.
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|+style="text-align:left"|
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* [[Business & System Configuration]] – how the system should be customized to your specific business needs.
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!Tab Name
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* [[System Variables and Custom Fields]] - access to system-wide variables and all custom fields (except those in UTAs)
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!Sub-section
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* [[ObjectSync|ObjectSync Settings]] – provides ability to synchronise companies and [[User|users]] between instances.
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!Description
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* [[Company & Account Settings]] – company [[Sign-Up Pages|signup pages]], [[Custom Field|custom fields]] and NAIC codes.
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|-
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* [[User & Contact Settings]] – user signup pages, custom fields.
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|System
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* [[Association Settings]] – provides ability to link users to more than one company.
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|[[System Configuration]]
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* [[People Online Settings]] – select the fields that will be displayed when you move your mouse over a user listed in the People online list.
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| How the system should be customized to your specific business needs.
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<!--* [[SmartFolder 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]-->
+
|-
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* [[Organization Terminology]] – the company and people terminology you wish to use in this copy of SmartSimple.
+
|System
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* [[Label & Tab Terminology]] - control the terminology on various labels and tabs in this copy of SmartSimple.
+
|[[System Variables and Custom Fields]]  
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* [[Data Loading & Backup]] – controls scheduled data loading and scheduled backups.
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| Access to system-wide variables and all custom fields (except those in UTAs)
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* Connectivity Settings - contains a link to [[SmartPost Settings]] page.
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|-
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* [[SMTP Settings]] - enable relay of all SmartSimple e-mail via your company's SMTP server.  
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|Branding & Terminology
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* [[:Category:Mobile App|Mobile Application]] - contains link to [[Global Settings: Mobile App Settings]] pages.  
+
|[[Branding & Visual Settings]]
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* [[Classic Interface Options]]
+
| How this copy of [[SmartSimple]] will look.
 +
|-
 +
|Branding & Terminology
 +
|[[Organization Terminology]]
 +
| The company and people terminology you wish to use in this copy of SmartSimple.
 +
|-
 +
|Branding & Terminology
 +
|[[Label & Tab Terminology]]
 +
| Control the terminology on various labels and tabs in this copy of SmartSimple.
 +
|-
 +
|Organizations & Users
 +
|[[Company & Account Settings]]
 +
| Company [[Sign-Up Pages|signup pages]], [[Custom Field|custom fields]] and NAIC codes.
 +
|-
 +
|Organizations & Users
 +
|[[User & Contact Settings]]
 +
| User signup pages, custom fields.
 +
|-
 +
|Organizations & Users
 +
|[[Association Settings]]
 +
| Provides ability to link users to more than one company.
 +
|-
 +
|Security
 +
|[[Login & Security Settings]]
 +
|How you wish to control access security.
 +
|-
 +
|Connectivity
 +
|[[SmartConnnect API]]  
 +
|Configure SmartConnect RESTful API functions
 +
|-
 +
|Connectivity
 +
|[[SMTP Settings]]
 +
| 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 link to [[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]]
 
[[Category:System Management]]

Revision as of 09:00, 1 June 2016

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.

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.
System System Variables and Custom Fields Access to system-wide variables and all custom fields (except those in UTAs)
Branding & Terminology Branding & Visual Settings How this copy of SmartSimple will look.
Branding & Terminology Organization Terminology The company and people terminology you wish to use in this copy of SmartSimple.
Branding & Terminology Label & Tab Terminology Control the terminology on various labels and tabs in this copy of SmartSimple.
Organizations & Users Company & Account Settings Company signup pages, custom fields and NAIC codes.
Organizations & Users User & Contact Settings User signup pages, custom fields.
Organizations & Users Association Settings Provides ability to link users to more than one company.
Security Login & Security Settings How you wish to control access security.
Connectivity SmartConnnect API Configure SmartConnect RESTful API functions
Connectivity SMTP Settings Enable relay of all SmartSimple e-mail via your company's SMTP server.
Connectivity Online Signature Configure on-line signing of documents
Connectivity Mobile Application Contains link to Mobile App Settings pages.
Connectivity GuideStar Settings Manage GuideStar settings
Connectivity ObjectSync Settings Provides ability to synchronise companies and users between instances.
Connectivity 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 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

Pages in category ‘Global Settings’

The following 74 pages are in this category, out of 74 total.

A

B

C

D

E

G

I

L

P

R

S

T

U

V

W

Retrieved from ‘https://wiki.smartsimple.com/index.php?title=Category:Global_Settings&oldid=26747’