Configuration

Overview

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. 

Access

To access the Configurations screen, select Admin from the Main Navigation Menu, then select Configuration from the Sub-Category menu.

Features

The Configuration screen provides the following features:

 Searching

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The search feature allows you to search for a specified configuration option based on its name or description.  

  1. Optionally, in the search field near the top of the screen, enter the desired text string.

  2. The screen is refreshed to show only the configuration options that meet your search criteria. 

 

 Show Page Customization

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The Show Page Customization category allows you configure the following settings.

Configure Landing Page

This 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.

  1. Click "Configure Landing Page." A pop-up window is displayed. 

  2. From the “Value” drop-down menu, select one of the following to be the global default landing page: Member CSR, Dashboard, or Deployments.

  3. Click save.

Show Page Tab Hider

This configuration allows you to "hide" specific tabs on screens so they're not accessible to users. 

  1. Click "Show Page Tab Hider." A pop-up window is displayed. 

  2. Click into the "Value" field to get a drop-down menu of EDP screens and their associated tabs. Select the tab you want to hide.

  3. Repeat the above step as needed to hide additional tabs.

  4. Click save