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Configuration Menu

301 bytes added, 19:54, 18 December 2015
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{{ConfigurationMenu}}
 
==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|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|custom fields]], [[Workflow|workflows]], [[Ledger Codes|ledger codes]] and [[Sign-Up Pages|signup pages]].
* [[Roles & Permissions]] – provides access to define [[User|user]] [[Role|roles]], [[Client Categories|account categories]], [[Manager Permission|manager permissions]] and [[Notes Permissions|notes permissions]].
* [[UTA|Tracking Applications]] – custom [[UTA|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 Transaction|Personal Transactions]].
* [[Personal Settings]] – controls your specific settings such as [[Password|password]], language, date formats, editor preferences, [[Menu|menu]] layout and wireless access.
* [[Global Settings]] – controls the global configuration including licensing, backup settings, visual settings, [[Custom Fields|custom fields]], [[Workflow|workflows]], [[Ledger Codes|ledger codes]] and [[Sign-Up Pages|signup pages]].
* [[Roles & Permissions]] – provides access to define [[User|user]] [[Role|roles]], [[Client Categories|account categories]], [[Manager Permission|manager permissions]] and [[Notes Permissions|notes permissions]].
[[Category:Glossary]][[Category:System Management]]
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