Settings

The Settings feature is a powerful tool that allows users to control how the system is setup.

Settings are hierarchical in nature, so that administrator-level accounts can apply settings to all users under their level. Administrator-level accounts also have the ability to adjust settings at an individual user, client or group level (depending on their role).

Settings can be modified in a number of ways, depending upon the user's role.

Individual users:

• Can modify their own settings under Settings > My Settings tab

Client Admins:

• Can modify their own settings under Settings > My Settings tab
• Can modify settings on behalf of a single individual user under Admin > Users tab > locate the user, drop down arrow, select Settings (the window will say "Viewing User:...")
• Can modify settings on behalf of all users within their client under Admin > Settings tab

Group Admins:

• Can modify their own settings under Settings > My Settings tab
• Can modify settings on behalf of a single individual user under Admin > Users tab > locate the user, drop down arrow, select Settings (the window will say "Viewing User:...")
• Can modify settings for an entire client user under Admin > Clients tab > locate the client, drop down arrow, select Settings (the window will say "Viewing Client:...")
• Can modify settings on behalf of all users within the group under Admin > Settings tab

If a Client Admin or Group Admin modifies settings by going to Admin > Settings tab, that applies the setting at the highest possible level. And the change will be inherited by all users under them (unless the user has already applied their own individual setting, or unless the Client Admin or Group Admin selects the option to "Apply this value to all").