Changes

==Overview=='''Configuration Mode ''' is an option available to all [[Global User Administrator|Administrators ]] within the system to provide . Configuration Mode provides an easier mechanism for accessing and editing fields. Admins will no longer have to try to trace can access the field to modify its configurationfrom within a record.

If an Administrator accesses a record in Edit mode then there will a '''Configuration Mode''' icon at the top of the page.::Users without an [[Image:ConfigMode1.pngGlobal User Administrator|border|800pxAdministrator]] role are unable to use Configuration Mode.

If the Administrator clicks on this then there will be ==Configuration Checklist==The following checklist defines a small tab at the top sequence that you should consider when setting up your copy of the page to indicate they are in '''Configuration Mode'''.::[[Image:ConfigMode2.png|border|800pxSmartSimple]]prior to giving people access to the system:

Then when * Configure Organization Settings - set [[Branding#Colors_.26_Styles|colour scheme]], [[License Definition|licensing]], [[Backup Server and Testing Instances|backup]] and [[Organization Terminology|terminology]].* If required, define the [[Custom Fields|custom fields]] required for organisations – add the fields you scroll over need to accurately reflect your business.* Create or upload organization information for both [[Internal|internal]] and [[External|external]] organizations – add organization information to the system.* Define [[Role|roles]] for people – add the [[Role|roles]] people play in the business to accurately reflect your business.* Define any [[Custom Fields|custom fields on ]] for [[Role|roles]] – add the record then they will be highlighted and can be clicked onfields you need to accurately reflect the [[Role|roles]] people play in business. ::* Define or upload "people" - [[Image:ConfigMode3Internal|internal]] or [[External|external]] organizations – add people to the system.png* Subscribe to [[SmartSimple]] [[Applications|borderapplications]] – determine the applications required by each group of people.* Give Manager Permission to specific [[Role|800pxroles]]– determine which groups of people are responsible for each application and feature.

When clicked a modal widow opens with the configuration page for that field. :[[Category:Global Settings]][[ImageCategory:ConfigMode4.png|border|800pxSystem Management]]