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==[[Global Settings]]==
[[Global Settings]] are accessed though the [[Configuration Menu|Configuration]], Global Settings [[Menu|menu]]. This page contains key global settings in a set of sections. This [[Menu|menu]] and related tabs are only available to system administrators.
1. Click the [[Configuration Menu|Configuration]], Global Settings [[Menu|menu]].
The Global Settings page is displayed.
{{GlobalSettings 2017}}
==[[Branding & Visual Settings|Branding]]==
These settings are used to control the overall visual and branding settings.
1. Click on the '''Colours & Fonts''' link to review the visual settings.
==[[Using a Theme]]==
As an alternative to setting your own colours, you can download a colour theme from the [[SmartSimple]] wiki and apply that theme to your copy.
[[Image:Glob4.png]]
4. Click on the link for '''Themes'''.
==[[Using the Colour Picker]]==
Colours are selected by clicking the colour palette icon to the right of the colour box.
1. Click the '''Colour pallet''' icon next to any setting.
[[Image:Glob6.png]]
2. Click the '''Cancel''' button.
Alternatively, you can use a program such as Photoshop to “sample” an image and determine the correct colour.
==[[Login Screen Content]]==
You can further “brand” the login page by creating your own login page.
[[Image:Glob7.png]]
2. Modify the content as required.
<u>'''Title Type'''</u>
The Title Type defines whether text or a login should be displayed in the top left corner of the main window.
[[Image:Glob8.png]]
When the organisation first registers, the title text displayed on the top left of the [[SmartSimple]] page is set to the organisation name.
You can define alternative text to be displayed on the login page, and in the top left corner of the SmartSimple main window as an alternate to the image.
==[[Database and File Storage Status|Storage Summary]]==
[[Image:Glob9.png]]
A list of deleted companies/accounts, users/contacts is also displayed. You can review the deleted companies or contacts by clicking on the word “deleted”.
You can then review the list and either restore one or more contact, or purge (permanently delete) from the system.
The total storage used by the instance is calculated by clicking the Re-calculate Storage button.
==[[Security Settings]]==
These setting are used to control system security.
[[Image:Glob10.png]]
==[[Password Policy]]==
[[Password Policy]] is used to control the length and complexity of passwords, the number of retries that the [[User|user]] is allowed, and the lockout time for the account if they exceed the number of retries.
[[Image:Glob11.png]]
The following password settings are available:
'''Complexity''' – the level of complexity required in the [[Password|password]], the options are:
* '''No Restriction''' – any character can be used. This is the default.
* '''Alpha Only''' – only letters can be used.
* '''Alpha & Numeric''' – letters and numbers must be used in the password.
* '''Alpha & Numeric & Special characters''' – letters, numbers and special characters must be used. The following special characters are allowed:
~ ! @ # $ % ^ & * ( ) { } [ ] ; : ' " < > ?
[[Image:Glob12.png]]
'''Intruder Lockout Settings''' – these settings determine the actions that should be taken if someone attempts to log into your copy of [[SmartSimple]].
* Number of Attempts''' – the number of attempts to log in with an account before the account is locked.
* Lockout Duration''' – the duration of the account lockout. The [[User|user]] will not be able to log in during this period. Period can be set to 5 minutes, 15 minutes, 30 minutes, 1 hour, 3 hours, 12 hours, 24 hours or forever (until unlocked by [[Administrator|administrator]]).
'''Intruder Email Alert''' – these settings define who should be informed by email if an intruder alert is detected.
* '''Email From''' – the “from” address for the email. If you do not set this value, the address: '''support@smartsimple.com''' will be used.
* '''Email To''' – select the [[Internal|internal]] person to receive the email.
* '''Subject''' – the subject of the email. See below for the variables that you can use in the subject.
==[[Login & Security Settings|Intruder Log]]==
The '''View Log''' tab is used to access the '''Intruder Alert''' log.
==[[User Email Templates]]==
This '''organisation settings''' page is also used to manage content for the '''default new user''' and '''request password''' emails.
[[Image:Glob14.png]]
* The '''New User''' email message is sent to a [[User|user]] when you enable their access to SmartSimple for the first time.
* The '''Request Password''' email message is sent to a [[User|user]] when they request a new [[Password|password]] from the login page, or when you reset a [[User|user’s]] password in the user details page.
==[[Enable SSL (Secure Socket Layer)]]==
Secure Socket Layer ([[SSL]]) is an industry standard encryption technique that encrypts all the information transmitted between the user’s [[Browser|browser]] and the [[SmartSimple]] server.
Anyone intercepting this information over the Internet would be unable to decrypt the information.
1. Click the '''Enable SSL''' check box.
[[Image:Glob15.png]]
If your organisation is using a dedicated [[SmartSimple]] Server, you will need to purchase an SSL certification for this feature to function.
==[[Login & Security Settings#Web Alias|Setting the Web Alias]]==
The web [[Alias|alias]] defines the prefix to your copy of [[SmartSimple]].
[[Image:Glob16.png]]
The Web Alias should be set before other [[User|users]] begin to use the system.
==[[Setting an E-mail Domain]]==
Setting the organisation e-mail domain lets [[User|users]] from your organisation domain log in without keying their entire e-mail address.
[[Image:Glob17.png]]
Users of the system that are not in your email domain must use their full email address to log into [[SmartSimple]].
==[[Session Timeout]]==
The session timeout feature will automatically log out any [[User|user]] if their session remains inactive for the defined number of minutes.
4. Set the '''Session Timeout''' as required.
[[Image:Glob18.png]]
<u>'''Business Configuration Settings'''</u>
[[Image:Glob20.png]]
==[[Company & Account Settings|Company & Account Settings]]==
[[Image:Glob21.png]]
* '''Branch Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] companies.
* '''Account Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] companies.
* '''User and Contact Signup Pages''' – used to manage [[External|external]] web pages where people can register as contacts.
* '''Branch and Account Signup Pages''' – used to manage [[External|external]] web pages where companies can register.
* '''Company Parent''' - enables the display of a parent organisation in the list views throughout the system. This feature is useful if the organisations you deal with are subsidiaries, and you need to be aware of the parent organisations.
* '''Resources''' – displays the company resource tab, only required when using job costing.
* '''NAIC Codes''' - the '''North American Industry Classification System''' (NAICS, pronounced Nakes) was developed as the standard for use by US, Canadian, and Mexican agencies in classifying business establishments. Enable this setting if you wish to track organisations by NAIC codes. You can set two codes for each organisation, a primary and secondary code.
[[Image:Glob22.png]]
* '''Display UTA Items''' – displays tracking items from the [[Universal Tracking Application]] associated as a set of tabs on the company record.
==[[User & Contact Settings|User & Contact Settings]]==[[Image:Glob23.png]]
* '''User Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] [[User|users]].
* '''Contact Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] contacts.
* '''Default User Settings''' – the default system settings that will be set for each new [[User|user]] or contact.
* '''Disable Pre-load People List''' – this option is used to improve performance when you have in excess of 50,000 contacts in your copy of [[SmartSimple]]. Enabling this option will disable the display of contacts in all '''Search People''' pages.* '''Enforce Homepage''' - you can force all [[User|users]] to the same web page when they first log into the system. This feature is useful if you have customers using the system and want to present them with some specific information such as your own organisation web site.
* '''Homepage''' – specifies a web page to be used as the homepage.
* '''Language''' – the default language for all new [[User|users]].
==[[Default User Settings]]==
The default user setting options provide you with a way of controlling the setting each [[User|user]] will have when they first log into the system. We recommend that you set these values before setting up any additional users.
1. Click the '''Default User Settings''' link.
[[Image:Glob24.png]]
* '''Input Date Format''' – the individual [[User|user’s]] preferred entry format for date time values.
* '''Input Short Date Time Format''' – the individual [[User|user’s]] preferred short display format for date time values.
* '''Input Long Date Time Format''' – the individual [[User|user’s]] preferred link format for date time values.
* '''Time Difference''' – used to set your local time.
==[[Association Settings]]==
These settings provide the ability to link the same person to any number of organisations.
[[Image:Glob25.png]]
==[[People Online Settings]]==
These settings control the fields displayed when you mouse over [[User|users]] listed in the people online.
[[Image:Glob26.png]]
==[[SmartFolder Settings]]==
These settings are only displayed when you enable the [[Smart Folder]] application.
[[Image:Glob27.png]]
* '''On-Line Editing''' – provides [[User|users]] with the ability to open, edit, and save edited files to [[SmartSimple]]. This feature is used in conjunction with a desktop plug-in that must be downloaded and installed in any workstation where you wish to use this feature.
* Size Subscribed – defines the amount of disk storage required for [[Smart Folder|SmartFolders]] – up to 5 GB.
==[[Organisational Terminology]]==
You can define specific terminology for some basic [[SmartSimple]] objects.
[[Image:Glob28.png]]
These terms relate to both [[Internal|internal]] and [[External|external]] “organisations” – singular and plural and internal and external “users” – singular and plural.
[[Image:Glob29.png]]
==[[Data Loading & Backup Settings|Data Loading & Backup Settings]]==
[[Image:Dataloadingandbackup2.jpg|link=]]
{{DataLoadingandBackupDefinition}}
==[[Setting the Number of Licenses Required]]==
Before anyone else will be able to log into the system, you will need to increase the number of [[License Definition|licenses]].
[[Image:Glob31.png]]
* Set the number of [[Internal]] Licenses to the number of people in your organisation that will be using the system.
* Set the number of [[External]] Licenses to the number of people in other organisations that you wish to access your copy of [[SmartSimple]].
If you attempt to upload contacts using the '''Import Wizard''' and enable their access, the upload will fail if there are insufficient licenses.
==See Also==
* [[Configuration mode]]
* [[Custom fields]]
[[Category:System Management]][[Category:Global Settings]]
