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, as well as other . Admins can access the configuration shortcutsfrom within a record.

Admins will no longer have Users without an [[Global User Administrator|Administrator]] role are unable to try use Configuration Mode. ==Configuration Checklist==The following checklist defines a sequence that you should consider when setting up your copy of [[SmartSimple]] prior to giving people access to the system: * Configure Organization Settings - set [[Branding#Colors_.26_Styles|colour scheme]], [[License Definition|licensing]], [[Backup Server and Testing Instances|backup]] and trace [[Organization Terminology|terminology]].* If required, define the field [[Custom Fields|custom fields]] required for organisations – add the fields you need to modify its configuration, accurately reflect your business.* Create or upload organization information for both [[Internal|internal]] and can instead access [[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]] for [[Role|roles]] – add the fields you need to accurately reflect the [[Role|roles]] people play in business.* Define or upload "people" - [[Internal|internal]] or [[External|external]] organizations – add people to the system.* Subscribe to [[SmartSimple]] [[Applications|applications]] – determine the configuration from within a recordapplications required by each group of people.* Give Manager Permission to specific [[Role|roles]] – determine which groups of people are responsible for each application and feature. [[Category:Global Settings]][[Category:System Management]]

If an To get into Configuration Mode, the Administrator accesses a record must first be in '''Edit modeMode. ''' 1. After accessing any record, there will be a an '''Edit '''button that takes you into '''Configuration Edit Mode.''' menu item under the Options  :: [[File:EditButton.png|200px|border]]2. Select the '''Options '''button, which will produce a drop-down menu. 

:: [[Image:Config Shortcut3.png|300px|border]]Under '''Settings, '''select '''Configuration Mode. '''

If the Administrator clicks on it, there :: [[File:ConfigurationMode.png|200px|border]]There will be a small tab at the top of the page to indicate they you are in '''Configuration Mode''', with a Refresh and Close icon.

:: [[Image:ConfigShortcut.png|200px|border]]

: :* Click on the link to the '''Syntax Checker'''.:* Enter variable syntax in the panel on the left hand side of the '''Syntax Checker Tool''' page.:*:* '''NOTE:''' Press "Tab" key to see available keywords* Press "Process Variables" button.* Results appear in the grey panel on the right hand side of the '''Syntax Checker Tool''' page.