Settings

Settings

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(Accessing Your Platform Settings)
(Accessing Your Platform Settings)
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#Click '''Settings''' in the [[Navigating the User Interface|Navigation Bar]]
#Click '''Settings''' in the [[Navigating the User Interface|Navigation Bar]]
#Click the [+]/[-] icons in the UI to expand or collapse the option list:
#Click the [+]/[-] icons in the UI to expand or collapse the option list:
 +
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*[[Personal Setup]]
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: [[My Information]]
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: [[Security Question]]
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: [[Personalize]]
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: [[Workspace Preference]]
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: [[Request Update Settings]]
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: [[Outlook Sync]]
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: [[Outlook Email Edition]]
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: [[My Email-to]]
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*[[Administration]]
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*[[Data Management]]
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*[[Monitor]]
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*[[Global Resources]]
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*[[Recycle Bin]]
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Revision as of 21:59, 10 July 2012

The Setup area gives users and administrators the ability to configure the platform and access advanced features. Other than normal application usage, all other functionality regarding the platform can be performed in Setup, such as all user information is configured, company information can be set, data can be imported or exported, objects can be customized, etc.

Roles and Access to Setup Options

The Setup options available to you depend on your assigned Role.

Learn more: Role Based Access Permissions

Accessing Your Platform Settings

  1. Click Settings in the Navigation Bar
  2. Click the [+]/[-] icons in the UI to expand or collapse the option list:
My Information
Security Question
Personalize
Workspace Preference
Request Update Settings
Outlook Sync
Outlook Email Edition
My Email-to
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Personal tools