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==Overview==
'''Configuration Mode ''' is an option available to all [[Global User Administrator|Administrators]] within the system. Configuration Mode provides an easier mechanism for accessing and editing fields, as well as other configuration shortcuts. Admins can access the configuration from within a record. Users without an [[Global User Administrator|Administrator]] role are unable to 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 [[Organization terminologyTerminology|terminology]].
* If required, define the [[Custom Fields|custom fields]] required for organisations – add the fields you need to accurately reflect your business.
* Create or upload organisation organization information for both [[Internal|internal]] and [[External|external]] organisations organizations – add organisation 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]] organisations organizations – add people to the system.* Subscribe to [[SmartSimple]] [[Applications|applications]] – determine the [[Applications|applications]] 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.
==Using Configuration Mode==
3. Under '''Settings, '''select '''Configuration Mode. ''' :: [[ImageFile:Config ShortcutConfigurationMode.png|300px200px|border]]If the Administrator clicks on it, there 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:ConfigMode2.png|250px|border]]
When the '''Configuration Mode''' icon is clicked in Edit mode, the '''Configuration Shortcuts''' section also appears on the right side of the screen.
:: [[Image:ConfigShortcut.png|200px|border]]
It includes links to many of the General Settings specific to the entity you are currently accessing.
:* Press "Process Variables" button.
:* Results appear in the grey panel on the right hand side of the '''Syntax Checker Tool''' page.
==See Also==
* [[Configuring a SmartSimple Instance]]
* [[Custom fields]]
[[Category:Custom Fields]] [[Category:Standard Fields]] [[Category:Universal Tracking Application]][[Category:UTA Settings]]
