Applications › Configurations
Overview
Configurations provides central settings for managing company and branch information, account manager assignments, attachment settings, flags, bonus calculation, and two-factor authentication. It supports the administrative setup required by Sales, Project Management (PM), Purchasing, Warehouse, and Finance operations.
This area is primarily used by authorized administrators and operational managers who maintain business-wide and branch-specific configuration records. The available screens include Company, Branches, Account Managers, Attachment Settings, Bonus Calculation, Flags, and 2-Factor Authentication.
Configuration records define how key organizational and operational information is maintained across the platform. Users can also access related workspace, reporting, sales, and support areas from the available controls.
What you can do here
- Use Save to save changes to a configuration record.
- Use Save and Close to save changes and close the current configuration record.
- Select twoFactorAuth to access two-factor authentication settings.
- Select logHistory to view the record history.
- Select icn icn-update to refresh or update the current view.
- Select Tickets to access support tickets.
- Select Attach to add an attachment to the current record.
- Select Ok to confirm a message or selection.
- Select Dashboard, Reports, My Desk, or Sales to navigate to the corresponding application area.
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