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Administrations permission required: Configuration |
Click the Phocas menu button > Administration > Configuration to open the Configuration screen.
The Configuration screen is where If you are an administrator with the Configuration user permission, you can access the Administration > Configuration page, where you can configure and customize your Phocas site. It
The Configuration page contains a number of settings, organized into sections, each relating to an aspect of Phocas functionality:
General - Find licence View the email address of the Phocas administrator for your site, find license and other general information, and set the date format, language and timezone.
Dashboards > Enable/disable the Text Widgets - Enable HTML Content (potentially unsafe) setting (it is disabled by default). If you enable this setting, you allow users to add potentially unsafe HTML content to a dashboard via a text widget. Enabling this setting might make your site vulnerable.
Geocoding > Google Maps Geocoding API Key - Enter the API key that is applicable to map charts.
Health Check - Enable/disable the Health Check report (it is turned on enabled by default).
LDAP - Set up LDAP user authenticationSingle sign-on (SSO) - Enable single sign-on (SSO).
Marketing - Add a marketing panel to the sign-in screen.
Password policy - Set your Phocas site's password policy.
CRM - Link a CRM account to Phocas and/or a filterable dashboard.
On the top right of the page are buttons to access other configuration settings:
Ensure you click Save to apply any changes you make on this page.
