Difference between revisions of "Category:Global Settings"

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|System
 
|System
 
|[[System Configuration]]
 
|[[System Configuration]]
−
| How the system should be customized to your specific business needs.
+
| 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
−
|[[System Variables and Custom Fields]]
+
|System Options
−
| Access to system-wide variables and all custom fields (except those in UTAs)
+
| 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
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| How this copy of [[SmartSimple]] will look.
 
| How this copy of [[SmartSimple]] will look.
 
|-
 
|-
−
|Branding & Terminology
+
|Branding
−
|[[Organization Terminology]]
+
|[[Organization Terminology|General Terminology]]
 
| The company and people terminology you wish to use in this copy of SmartSimple.
 
| The company and people terminology you wish to use in this copy of SmartSimple.
 +
|
 +
|-
 +
|Organizations
 +
|General Settings
 +
| Company [[Sign-Up Pages|signup pages]], [[Custom Field|custom fields]], Statuses and buttons.
 +
|-
 +
|Organizations
 +
|List View Settings
 +
| Company List view options
 +
|-
 +
|Organizations
 +
|Miscellaneous
 +
| Additional features available to organizations
 +
|-
 +
|User s
 +
|General Settings
 +
| User [[Sign-Up Pages|signup pages]], [[Standard Field|standard fields]], [[Custom Field|custom fields]], Statuses and buttons.
 +
|-
 +
|Users
 +
|List View Settings
 +
| User List view options
 
|-
 
|-
−
|Branding & Terminology
+
|User
−
|[[Label & Tab Terminology]]
+
|Miscellaneous
−
| Control the terminology on various labels and tabs in this copy of SmartSimple.
+
| Additional features available to users
 
|-
 
|-
−
|Organizations & Users
+
|Associations
−
|[[Company & Account Settings]]
+
|General Settings
−
| Company [[Sign-Up Pages|signup pages]], [[Custom Field|custom fields]] and NAIC codes.
+
| Switch on feature, and configure [[Standard Field|standard fields]] and [[Custom Field|custom fields]]  
 
|-
 
|-
−
|Organizations & Users
+
|Associations
−
|[[User & Contact Settings]]
+
|List View Settings
−
| User signup pages, custom fields.
+
| Association List view options
 
|-
 
|-
−
|Organizations & Users
+
|Associations
−
|[[Association Settings]]
+
|Miscellaneous
−
| Provides ability to link users to more than one company.
+
| Additional features available to Associations 
 +
|-
 +
|Associations
 +
|Importing Tools
 +
| Options to import Associations, People Relationships and Company Relationships
 +
|-
 +
|Transactions
 +
|General Settings
 +
| Trasnaction Types, [[Standard Field|standard fields]], [[Custom Field|custom fields]], Statuses and buttons.
 +
-
 +
|Transactions
 +
|List View Settings
 +
| Transaction List view options
 
|-
 
|-
 
|Security
 
|Security
−
|[[Login & Security Settings]]
+
|[[Login & Security Settings|Business Security Settings]]
 
|How you wish to control access security.
 
|How you wish to control access security.
 
|-
 
|-
−
|Connectivity
+
|Security
 +
|System Security Settings
 +
|Switch off/ on security settings.
 +
|-
 +
|Integration
 
|[[JSON API (SmartConnect)|SmartConnnect API]]  
 
|[[JSON API (SmartConnect)|SmartConnnect API]]  
 
|Configure SmartConnect RESTful [[:Category:API|API]] functions
 
|Configure SmartConnect RESTful [[:Category:API|API]] functions

Revision as of 11:11, 10 July 2017

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, 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
User s 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 Trasnaction 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.
Integration 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=29853’