Configuration Menu

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.

• Tracking Applications – custom applications that you can create within SmartSimple.
• User Centric Interface – used to create User Centric Interfaces and Personal Transactions.
• Personal Settings – controls your specific settings such as password, language, date formats, editor preferences, menu layout and wireless access.
• Global Settings – controls the global configuration including; licensing, backup settings, visual settings, custom fields, workflows, ledger codes and signup pages.
• Roles & Permissions – provides access to define user roles, account categories, manager permissions and notes permissions.