2,299
edits
Changes
→See Also
:: {{Icon-Menu}}
The '''Configuration Menu''' and its available functionalities are on the top right side of the window that opens.
:: [[File:Config menu.png|600px|border]]
==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]].
* [[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]].
* [[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]]
