Configuring system settings
SECURITY Security level with Admin permission to configure Application-wide (Shared) Features. Refer to Admin security settings.
NAVIGATION > Admin > Features & Settings > Application-wide (Shared) Features > System Settings
About system settings
System settings fine-tune certain Autotask processes to better fit your business. They apply to all users and your entire Autotask site. You can change system settings anytime, but changes will not take effect until your users log out and back into Autotask.
Managing system settings
System settings are organized by setting type, the feature the apply to. Most system settings simply require that you select or clear a check box to turn the setting on or off. Some settings require that you enter additional information or make a selection from a set of options.
To edit system settings, do the following:
- To open the page, use the path(s) in the Security and navigation section above.
- Click Expand All or Collapse All to view or hide all settings, or click the dropdown icon for a setting type to expand a single section.
- The System Settings page displays the following information about each system setting:
Column | Description |
---|---|
Click the pencil icon to put a setting into Edit mode. |
|
Setting Name | Setting names are descriptive and can be a statement that indicates the workflow action you are enabling or disabling, such as "Allow users to create time entries that cross midnight." They cannot be edited. |
Value |
The Value column may contain one of two icons or a text string. Text string - a value was either entered or selected from a dropdown list. |
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Click anywhere on a row to put it into Edit mode.
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Select or clear the check box to enable or disable the setting or, where required, enter data or select from a drop-down list.
For details on individual system settings, click the link for the appropriate setting type: - Click Save or Cancel.
NOTE For system settings to take effect, users must log out and back in.