- Training
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- Admin
- Payment Terms
- Product Groups
- Product Categories
- Locations
- PDF and Email Template system preferences
- Pricing settings
- Sales & purchase settings
- Regional Settings
- Setting up Teams
- Credit Control
- System Quote Preferences
- Quote Form Templates
- Service Reports
- PDF Templates
- Couriers
- Calculating Landed Costs
- Payment Methods
- Creating SMS Templates
- Managing Connections
- Log into a User account
- Activate a new User account
- Users
- System security
- Setting up Teams
- Using Email Templates
- Using SMS Templates
- Using Letter Templates
- Creating Letter Templates
- Creating Email Templates
- Invoice Settings
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
On each User record you can also set the timeout period for each user via the Session Timeout (Minutes) field.
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