Settings

Settings

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(Accessing Your Platform Settings)
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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.
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.
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__TOC__
==Roles and Access to Setup Options==
==Roles and Access to Setup Options==
The Setup options available to you depend on your assigned [[Roles|Role]].  
The Setup options available to you depend on your assigned [[Roles|Role]].  
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===Personal Setup===
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*[[Personal Setup]]
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:* [[My Information]]
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: [[My Information]]
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:* [[My Email-to-]]
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: [[My Email-to-]]
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:* [[Password Information]]
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: [[Password Information]]
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:* [[Security Question]]
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: [[Security Question]]
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:* [[Personalize]]
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: [[Personalize]]
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:* [[Workspace Preference]]
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: [[Workspace Preference]]
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:* [[Manage Theme]]
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: [[Manage Theme]]
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:* [[Request Update Settings]]
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: [[Request Update Settings]]
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{{#if: {{ShowOutlookSync}} |  
{{#if: {{ShowOutlookSync}} |  
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: [[Outlook Sync]]
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:* [[Outlook Sync]]
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: [[Outlook Email Edition]]  
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:* [[Outlook Email Edition]]  
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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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===Recycle Bin===
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:* [[Recycle Bin]]
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Revision as of 22:04, 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.

Contents

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:

Personal Setup

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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Personal tools