★ Overview of the System Admin Section
In the Admin section, you are able to update your account's configuration settings, as well as add and remove information which is used throughout the program. Because these settings are account-wide, a user must have the System Admin role in order to access this part of the application.
To access the Admin section:
- Click your name in the upper-left.
- Click System Admin.
There are six areas accessible in the menu along the left: Settings (general configuration settings, revenue streams, holidays, etc.), Roles, Users, Rooms, Events, and Misc. To exit the admin section and return to the main application, click Exit Admin in the left menu.
In the Admin section, you are able to update these items (click an item for more information and step-by-step instructions):
- Account time zone
- Account Region and Currency
- Fiscal year
- Day of the week on which your account begins
- Set your account to use tax-inclusive pricing (such as VAT or GST)
- Paper size for documents
- Revenue Streams
- Event Types
- Staff Assignments
- Add Holiday sets to your calendar
- Add Users
- Add Rooms
- Set your contracts to require approval
- Customized Status Names
- Contact Roles
- Reasons for Lost Business
- Probability of Closing
- Lead Sources
- Market Segments
- Task Types
- Inventory Units
- Payment Types
- Business Classifications
- Genres
- Space Usages