Configuration Menu

Configuration Menu

Shown above the Classic Interface view.

Shown above the Arcadia Interface view.

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.

• Autoloader - used to automatically update SmartSimple information with information from external text files.
• 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.
• Tracking Applications – custom applications that you can create within SmartSimple.
• Workflows - used to create a set of repeatable steps used to automate, review, and approve processes within the system.

Retired Menu Options

• 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.