Settings

Settings

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m (Text replace - '[[Role Based Access' to '[[Data Access')
 
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==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]].  
-
:Learn more: [[Role Based Access Permissions]]
+
:Learn more: [[Data Access Permissions]]
==Accessing Your Platform Settings==
==Accessing Your Platform Settings==

Latest revision as of 01:38, 16 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: Data 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