Settings

The Setup area gives users and administrators the ability to configure the platform and access advanced features. Other than normal application usage, all other functionality regarding the platform can be performed in Setup, such as all user information is configured, company information can be set, data can be imported or exported, objects can be customized, etc.

Roles and Access to Setup Options

The Setup options available to you depend on your assigned Role.

Learn more: Role Based Access Permissions

Accessing Your Platform Settings

1. Click Settings in the Navigation Bar
2. Click the [+]/[-] icons in the UI to expand or collapse the option list:

• Personal Setup

My Information

My Email-to-

Password Information

Security Question

Personalize

Workspace Preference

Manage Theme

Request Update Settings

Outlook Sync

Outlook Email Edition

• Administration

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• Data Management

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• Monitor

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• Global Resources

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• Recycle Bin