Applications › Configurations
Getting Started with Configurations
Use Configurations to open and save administrative settings for the business, including company, branch, attachment, bonus calculation, account manager, and two-factor authentication settings.
What You Can Do
- Use Save to store changes made to a configuration record.
- Use Save and Close to store changes and return from the current record.
- Use twoFactorAuth to work with two-factor authentication settings.
- Use logHistory to review the available history for the current configuration.
- Use icn icn-update to refresh the current configuration view.
- Use Attach to add an attachment to a configuration record.
- Use Tickets to access related tickets.
First Session: Save a Two-Factor Authentication Configuration
Complete this task to open the two-factor authentication settings and save the current configuration.
- Go to Applications > Configurations.
- Open 2-Factor authentication.
- Select twoFactorAuth if it is required to open or apply the two-factor authentication settings.
- Review and complete the settings available on the screen.
- Select Save to keep the configuration open, or select Save and Close to save the configuration and close the record.
- Select Ok if a confirmation message is displayed.
Confirm the Result
The two-factor authentication configuration remains saved. If you selected Save and Close, the configuration record closes after the changes are stored.
Next Steps
Continue with the relevant configuration area:
- Company to review company-level settings.
- Branches to work with branch records.
- Account Managers to maintain account manager settings.
- Attachment settings to configure attachment-related options.
- Bonus Calculation to review bonus calculation settings.
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