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Personal Settings

1,289 bytes added, 17:58, 24 June 2019
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:: [[File:System settings.png|900px|border]]
 
The '''Security '''tab in this page will generate a TOTP (Time-based One-Time Password) secret key and QR code. 
:: [[File:System display settings.png|900px|border]]
 
The '''Display '''tab in this page will allow you to modify the display views of the system. You can perform the following functions: 
* Auto complete number of records that are displays
* Set a default/automatic email '''From Address '''that will be used when you send anything from your system 
 
:: [[File:System regional settings.png|900px|border]]
 
The '''Regional '''tab will allow you to modify certain features of the system settings based on regionally-based constrictions. 
 
You can modify the following options: 
 
* '''Language'''
* '''Input Date Format'''
* '''Display Short Date Format'''
* '''Display Long Date Format'''
* '''Display Time Format'''
* '''Time Zone'''
* '''Home Currency'''
* '''Numeric Decimal Separator'''
* '''Numeric Thousands Separator'''
 
<pre> It is always best practice to ensure a specific, appropriate, and correct regional time-zone settings, particularly if your company works in applications that maintain deadlines. </pre>
 
:: [[File:System other settings.png|500px|border]]
 
The '''Other '''tab allows you to set '''Default Settings '''regarding new [[User|users]] and [[Organization|organizations]]. You are able to select a company or role that all users will be organized into, and/or select the parent company and [[Client Categories|category]] that new organizations will be sorted into. This structure pertains to the [[Organization hierarchy|organization hierarchy]] that every [[SmartSimple]] [[instance]] has as its base architecture. You are able to use '''XML '''import to set a common [[Profile]] template such as for CVs. 
==Roles and Access==
==Filters Filters==
* [[Filters]] – use this menu to manage filters that you can create and use in Sales and [[Applicant Tracking]].
* [[Roles and Access]] – roles are used to determine the type of information that you need to gather from different groups of people. For example, an HR candidate will need to supply different information to a recruiter candidate.
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