The operation of is controlled by a number of configuration settings found on the Settings screen.
These settings allow you to configure to your own requirements and are normally defined when setting up .
Although you can change the settings at any time, we recommend caution, as changing some settings will have an immediate effect on billing, quoting and other important areas. If you're unsure about making changes, please contact our support team at contact our support team for advice.
Administrator privilege required to modify settings
To be able to modify settings for yourself or other users in , you need to have full access to the Administrator privilege. Access privileges are usually granted when a user is added into , although their privileges can be changed at any time. Administrator access privileges grant access to certain administrative functions (such as updating user access privileges), but a wide range of privileges is available to control user access to many other features and functions.
Working with settings
configuration settings are grouped under the following categories on the Settings screen.
- General settings
- Feature settings
- Notifications settings
- Integrations