About Settings

The core system configurations and definitions are managed via the Settings.

To access the System settings - click on Settings from the main top menu.

The Application Settings page opens showing the different features that are available.

Clicking on the setting name will open that page where the definitions for the setting can be defined and configured.
Some of the settings will already have a number of existing definitions or values. These can be added to, edited or deletedCan only be deleted if not-in-use e.g has not been used or assigned. .

Only Users with the required permissions can access these settings.
Within the settings, definitions and values are configured and managed as shown in these Topics.

• Configuration Settings
• Lookups
• Entity and Document
• Associations
• Notes
• Tags
• Task Templates
• Roles
• Search Types
• Link Configuration
• Organisation
• Departments

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Settings Overview