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Configuration Menu

210 bytes added, 19:13, 13 June 2019
See Also
The configuration ==Overview==To access the Configuration Menu, select the 9-square menu is used to set both personal and organisation configuration options. Some icon on the top right of these items will only be displayed if you are a [[System Administrator|system administrator]]your page.
* Tracking [[Applications]] – custom [[Applications|applications]] :: {{Icon-Menu}}The '''Configuration Menu''' and its available functionalities are on the top right side of the window that you can create within [[SmartSimple]]opens.* :: [[User Centric InterfaceFile:Config menu.png|600px|border]] ==Configuration Menu Options==The configuration menu is used to create User Centric Interfaces set both personal and organization configuration options. Some of these items will only be displayed if you are a [[Personal TransactionSystem Administrator|Personal Transactionssystem administrator]].* [[Personal Settings]] – controls your specific settings such as [[Password|password]], language, date formats, editor preferences, [[Menu|menu]] layout and wireless access.* [[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]].* [[RoleRoles and Security Settings|Rolesand Security]] & Permissions – provides access to define [[User Roles|user ]] [[Role|roles]], [[Client Categories|account categories]], [[Manager Permission|manager permissions]] and [[Notes Permissions|notes permissions]]. * [[UTA|Tracking Applications]] – custom [[UTA|applications]] that you can create within [[SmartSimple]]. ==See Also==* [[Global User Administrator|System Administrator]] * [[:Category:Global Settings|Global Settings]] 
[[Category:Glossary]][[Category:System Management]]
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