The Configuration screen is the central screen for managing global settings for your account. The screen includes a wide range of configuration settings, organized into categories.
Note: Modifying the options on the Configuration screen can have a critical impact on the operations of your account. If you have any questions about any of these settings, please speak to your Client Services representative for assistance.
To access the Configurations screen, select Admin from the Main Navigation Menu, then select Configuration from the Sub-Category menu.
The Configuration screen provides the following features:
The search feature allows you to search for a specified configuration option based on its name or description.
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The Show Page Customization category allows you configure the following settings. Configure Landing PageThis configuration allows you to define a global landing page that's displayed when a user logs into the platform. Note: An Administrator can also define a default landing page at a Role level (see Roles for more details). In the event that a Role-based configuration conflicts with the global configuration, the Role-based configuration takes precedence.
Show Page Tab HiderThis configuration allows you to "hide" specific tabs on screens so they're not accessible to users.
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