Settings

Settings

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Settings
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(Administration)
(Monitor)
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:* [[API Calls Log]]
:* [[API Calls Log]]
:* [[Scheduled Job Log]]
:* [[Scheduled Job Log]]
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:* [[Case Process Monitor]]
 
===Global Resources===
===Global Resources===

Revision as of 22:09, 3 October 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

Monitor

Global Resources

  • System Objects
Customize the System Objects:

Recycle Bin

Personal tools