Administrator Guide › Configuration › Company
Overview
Use the Flags configuration page to maintain the flag definitions available to the company. Administrators configure flags by defining a Name and Color for each flag. Use this page when a new flag definition is required or when existing flag definitions must be reviewed.
Before you start
You must be signed in to access the Flags configuration page.
Note: Flag configuration validates required entries. Complete the required Name and Color values when creating a flag definition.
Steps
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Navigate to Configurations > Company > Flags.
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Review existing flag definitions in the list. Use the Name and Color columns to identify each configured flag.
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To begin configuring a new flag definition, select New.
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Enter the required Name and Color values in the new flag entry.
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Ensure that the Name complies with the character-format validation. Underscore (
_), hyphen (-), and period (.) are accepted characters.
Warning: Do not leave required values blank. The flag entry form validates required fields before the definition can be completed.
Tips & cautions
Tip: Use a clear, consistent Name so that administrators can distinguish flag definitions in the Flags list.
Warning: If the Name does not meet the permitted character format, revise the value to use accepted characters.
Troubleshooting
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A required-field validation message is displayed → A mandatory value has not been entered → Complete the required Name and Color values.
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A character-format validation message is displayed for the flag name → The entered Name contains unsupported characters → Update the Name to use the permitted character format, including
_,-, or.where needed. -
The Flags page cannot be accessed → The user is not signed in → Sign in, then navigate to Configurations > Company > Flags.
Result
The Flags configuration page is available for reviewing existing flag definitions and starting a new flag definition.
Related pages
- Configure Branches
- Configure Frequent Currencies
- Configuration — Learning Path
- Configure Market Segments
- Configure Product Types
- Configure Products
- Configure 2 Factor Authentication
- Configure Account Managers
- Configure Attachment Categories
- Configure Custom Fields
- Configure Dashboard settings
- Configure Dynamic Validation
- Configure Bank Accounts
- Configure Banks
- Configure Invoice Settings
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