Settings

Settings

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(Administration)
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:* [[Application Access]]
:* [[Application Access]]
:* [[Password Policy]]
:* [[Password Policy]]
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:* [[Team Data Sharing Policy]]
+
:* [[Team Data Sharing Policies]]
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:* [[Tenant Data Sharing Policy]]
+
:* [[Tenant Data Sharing Policies]]
:* [[External Email Tracking]]
:* [[External Email Tracking]]
:* [[Subscription Summary]]
:* [[Subscription Summary]]
:* [[Company Information]]
:* [[Company Information]]
:* [[Company Logo]]
:* [[Company Logo]]
-
:* [[Single Sign-On Settings]]
+
:* [[Single Sign on Settings]]
:* [[Document Storage]]
:* [[Document Storage]]
:* [[Company Messages]]
:* [[Company Messages]]

Revision as of 22:12, 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 the option list, revealing the options below.

Personal Setup

Administration

Data Management

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Monitor

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Global Resources

  • System Objects
Customize the System Objects:


Recycle Bin

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Personal tools