About Settings

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

Only Users with the required permissions can access and modify settings.

To access the Settings menu, click the Settings icon from the right of the top bar which opens a sub menu list of the settings items.

Clicking on a setting item from the menu 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 if not in use already, deletedCan only be deleted if not-in-use e.g has not been used or assigned.

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
• Document Configuration
• Link Configuration
• Organisation
• Departments

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Settings Overview