Difference between revisions of "Category:UTA Settings"

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(On-Demand Settings Tabs)
 
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[[System administrator]]s grant access to the Settings tab for each {{UTA}} using [[Manager_Permissions#UTA-Specific_Manager_Permissions|Manager Permissions]]. See [[Accessing the UTA Settings Tab|this page]] for instructions on enabling the Settings tab.
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[[System administrator]]s grant access to the Settings tab for each {{UTA}} using [[Manager_Permissions#UTA-Specific_Manager_Permissions|Manager Permissions]]. To access the UTA Settings for a particular UTA, first navigate to that UTA. You will then see the '''Configuration Settings''' button, signified by the gear icon.
  
:[[Image:MenuBarTabs.png]]
 
  
Clicking on the Settings tab on the Menu Bar brings up the configuration pages for the UTA. The Settings pages consist of several separate tabs.
 
  
:[[Image:Uta_settings.png|link=]]
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: [[Image:Configuration Settings.png]]
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''Configuration Settings Icon''
  
The following articles will describe the different configuration options on each tab:
 
  
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Clicking on the '''Configuration Settings''' button brings up the configuration pages for the UTA. The Settings pages consist of several separate tabs:
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: [[Image:UTA Settings Tabs.png]]
 
==Settings Tabs Available to All UTAs==
 
==Settings Tabs Available to All UTAs==
* [[UTA Settings - Settings|Settings Tab]]
 
 
* [[UTA Settings - General|General Tab]]
 
* [[UTA Settings - General|General Tab]]
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* [[UTA Settings - Entity|Entity Tab]]s
 
* [[UTA Settings - Security|Security Tab]]
 
* [[UTA Settings - Security|Security Tab]]
* [[UTA Settings - Entity|Entity Tab]]
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* [[UTA Settings - Connectivity|Connectivity Tab]]
* [[UTA Settings - Miscellaneous|Miscellaneous Tab]]
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* [[Classic Options|Classic Options Tab]]
  
 
==On-Demand Settings Tabs==
 
==On-Demand Settings Tabs==
* [[UTA Settings - Transaction|Transaction tab]] - This tab becomes available when "Enable Transactions" is selected on the [[UTA Settings - General|General Settings tab]].
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* [[Level 2 Entity|Level 2 Activity Entity tab]] - This tab becomes available when "Enable Tracking Activity" is selected on the [[UTA Settings - General|General Settings tab]].
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* [[Level 3 Entity|Level 3 Sub-Activity Entity tab]] - This tab becomes available when "Enable Tracking Sub-Activity" is selected on the [[UTA Settings - General|General Settings tab]].
 
* [[UTA_Settings_-_Invoice|Invoice tab]] - This tab becomes available when "Enable Invoicing" or "Enable Professional Services" is selected on the [[UTA Settings - General|General Settings tab]].
 
* [[UTA_Settings_-_Invoice|Invoice tab]] - This tab becomes available when "Enable Invoicing" or "Enable Professional Services" is selected on the [[UTA Settings - General|General Settings tab]].
* [[UTA_Settings_-_Time and Expense|Time and Expense tab]] - This tab becomes available when "Enable Professional Services" is selected on the [[UTA Settings - General|General Settings tab]].
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* [[Time and Expense Tab]] - This tab becomes available when "Enable Professional Services" is selected on the [[UTA Settings - General|General Settings tab]].
  
 
[[Category:Universal Tracking Application]][[Category:System Management]]
 
[[Category:Universal Tracking Application]][[Category:System Management]]

Latest revision as of 16:15, 30 November 2021

System administrators grant access to the Settings tab for each using Manager Permissions. To access the UTA Settings for a particular UTA, first navigate to that UTA. You will then see the Configuration Settings button, signified by the gear icon.


Configuration Settings.png

Configuration Settings Icon


Clicking on the Configuration Settings button brings up the configuration pages for the UTA. The Settings pages consist of several separate tabs:

UTA Settings Tabs.png

Settings Tabs Available to All UTAs

On-Demand Settings Tabs