Account Settings
Email Settings Email Required – Users are required to enter a valid email address in their user account details. Users can opt out of receiving email – Allow users to decide whether or not they receive emails from the platform. Enable Sending Welcome Email – Provide the option to send a welco...
Security Settings
Enable "Stay Signed In" – Turning this option on will show an extra option on the login page, called "Stay Signed In". If users use this option when logging in, they will be able to visit the platform again through the same computer and browser without having to provide their username and passwor...
Location Settings
This page contains a single option: Location Address Required.Turning this option on will require that fields relating to the address of a location (such as address, city, state, and postcode) will need to be entered when creating or updating a location in the Locations tool.For an overview of Lo...
PDF Templates
This section of System Configuration is used to manage the appearance of headers (consisting simply of an image and a tagline) in PDF documents that are produced by the platform, through the setting up of templates. These templates are then applied to specific countries, and each country may only...
Email Settings
This page contains a single option: No Reply Address. This is used to set the email address that 'No Reply' emails will appear to be coming from. These are typically emails that are not sent on behalf of any specific user.For More information on Email Settings please have a look at the following ...
Fusebox
The Fusebox directly controls which tools can be accessed by the different account groups on the platform.This is achieved by providing a list of all the tools available on the platform, organised into tables for each suite, as well as the header tools. These tables also include columns for each ...
Creating Custom Fields
Custom Fields, and can be used to store custom information for Accounts and Locations.Custom Fields can be created to store a number of data types including: Text Text Box Checkbox Dropdown File Date Your browser does not support HTML5 video.Account Custom FieldsTo create a custom field for Acco...
Integration Clients
The settings found within this section of System Configuration allow you to manage your integration services for use with the World Manager API. For an overview of Integration Clients please take a look at the following video.Your browser does not support HTML5 video.Managing Integration ClientsI...