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Configuration Menu

3 bytes added, 15:55, 3 June 2019
Configuration Menu Options
The configuration menu is used to set both personal and organization configuration options. Some of these items will only be displayed if you are a [[System Administrator|system administrator]].
* [[Content management]] -  – This allows you to create multiple custom login pages for various groups of users within the same system.
* [[Global Settings]] – controls the global configuration including licensing, backup settings, visual settings, [[Custom Fields|custom fields]], [[Workflow|workflows]], [[Ledger Codes|ledger codes]] and [[Sign-Up Pages|signup pages]].
* [[Roles and Security Settings|Roles and Security]] – provides access to define [[User|user]] [[Role|roles]], [[Client Categories|account categories]], [[Manager Permission|manager permissions]] and [[Notes Permissions|notes permissions]].
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