- 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.
On each User record you can also set the timeout period for each user via the Session Timeout (Minutes) field.
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