- Training
- Reporting
-
- Admin
- Credit Control
- Calculating Landed Costs
- PDF and Email Template system preferences
- Quote Form Templates
- PDF Templates
- Invoice Settings
- Managing Connections
- Creating Email Templates
- Creating Letter Templates
- Using Letter Templates
- Using SMS Templates
- Setting up Teams
- Using Email Templates
- System Quote Preferences
- Service Reports
- Regional Settings
- Payment Methods
- Payment Terms
- Sales & purchase settings
- Setting up Teams
- Pricing settings
- System security
- Setting up Users
- Activate a new User account
- Log into a User account
- Couriers
- Creating SMS Templates
System security
There are global security settings that can be applied to your system.
- To access all these settings, navigate to the Admin section on the menu bar and select General and then scroll down to Security Settings.
- Set each field to match your organisation’s preferences.
Accessing security settings
These settings will apply to all users
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