3 - Configuring Address Screens
Configuration->
Settings-> Address screen:
- Used to configure
address details displayed in address screens related to company or employee.
- You can show or
hide fields and make them required or optional.
- Default details have been defined in the screen.
Review
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24 - All Screens Not Reviewed
Go through (Configuration-> Definitions-> All screens not reviewed): a. Review defined records. b. Add records, if required. c. Change, if required.
5 - Configuring User Roles
Configuration-> User-> Roles screen: Used to define permission roles to assign them in Users screen. Details page: Arabic and English Name should be entered. Select Active. Permissions page: Set permissions on screens. Data Access ...
1 - Configuring Email Accounts
Configuration-> Email Accounts screen: This screen used to define the default the SMTP email configuration account for sending notifications and alerts to employee emails. To define the following email account information: In the Email address ...
4 - Configuring Performance
Configuration-> Settings-> Performance screen: Enable Access Data Permission: allow data access based on company… it’s better to disable this option for better system performance. Enable Notifications: Enable system notifications in Dashboard. ...
6 - Configuring Users
Configuration-> User-> Users screen: 1- Used to define system users for all employees, admin and employee self-service users (Mobile). 2- Email used to send requests and receive notifications. 3- Select the related Employee to user defined ...