Key Features
- System Configuration - Core platform settings
- Module Settings - Configure individual module behavior
- User Preferences - Personal and team preferences
- Security Settings - Authentication and access controls
- Notification Management - Email and alert configurations
- Customization Options - Branding and theming
Getting Started
- Access Settings from the main navigation
- Review default configurations
- Customize settings for your organization
- Test changes in a controlled manner
- Document configuration decisions
Settings Categories
General Settings
- Company Information - Organization details and branding
- Regional Settings - Time zones, languages, and formats
- Business Hours - Working hours and holidays
- Fiscal Year - Financial period configuration
- Data Retention - Archive and purge policies
Security Settings
- Authentication - Login methods and requirements
- Password Policies - Complexity and expiration rules
- Session Management - Timeout and concurrent sessions
- IP Restrictions - Access control by location
- Audit Settings - Logging and monitoring options
Communication Settings
- Email Configuration - SMTP and email templates
- Notification Rules - Alert triggers and recipients
- Integration Settings - Third-party connections
- Webhook Configuration - Event-based notifications
- SMS Settings - Text message notifications
Module-Specific Settings
- Compliance Settings - Framework configurations
- Ticketing Settings - SLA and workflow rules
- Training Settings - Course management options
- Calendar Settings - Sync and display preferences
- Report Settings - Default formats and schedules
User Preferences
Personal Settings
- Profile Information - Name, contact, and avatar
- Display Preferences - Theme, layout, and language
- Notification Preferences - Email and alert choices
- Dashboard Configuration - Widget selection and layout
- Keyboard Shortcuts - Custom key combinations
Team Settings
- Department Configuration - Team structure and hierarchy
- Role Definitions - Permissions and responsibilities
- Approval Workflows - Chain of command settings
- Sharing Preferences - Default visibility options
Best Practices
- Documentation - Record all configuration changes
- Testing - Validate changes before applying globally
- Backup - Export settings before major changes
- Review Cycle - Periodic settings audit
- User Training - Communicate setting changes
Advanced Configuration
API Settings
- API Keys - Generate and manage access tokens
- Rate Limits - Configure API usage limits
- Webhooks - Set up event listeners
- Data Export - Configure export options
Custom Fields
- Field Creation - Add custom data fields
- Validation Rules - Set field requirements
- Display Options - Control field visibility
- Mapping - Connect to external systems
Troubleshooting
Common settings issues and solutions:- Login Problems - Check authentication settings
- Email Issues - Verify SMTP configuration
- Performance - Review data retention policies
- Access Issues - Validate permission settings
Related Resources
- Admin - User and access management
- Integrations - Third-party connections
- Company Overview - Organization settings
- Training - Training configuration