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Administrators with permission can further customize their Phocas site via the Configuration screen. To access, select Administration > Configuration.

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The configuration screen (shown below) contains a number of sections, each relating to an aspect of Phocas functionality. 

  • General:
    Find licence and other general information, and 
    Set date format, language and timezone
     
  • LDAP:
    Set up LDAP user authentication
     
    • Marketing:

    If you are an administrator with the Configuration permission, you can access the Administration > Configuration page, where you can configure and customize your Phocas site.

    The Configuration page contains several settings organized into three tabs. Ensure you click Save to apply your changes to the settings on this page.

    General 

    • Password policy: See Set your Phocas site's password policy.

    • Defaults:

      • Administrator email address: This is the email address of the Phocas administrator for your site. On sites without the forgotten password functionality, this email address is provided so users can contact the Phocas administrator.

      • Application URL: This is the web address where users connect to your site. When users are first added to Phocas, they receive this URL in an email. In some older versions of Phocas, this setting might say External URL.

      • Default language: This is the language used by default throughout your site. If this setting is left blank, the user's location or their own language setting applies. The default language determines the default date format used throughout your site.

    • Dashboards: The Text Widgets - Enable HTML Content (potentially unsafe) setting controls whether or not text widgets are allowed on your site. By default, the checkbox isn’t selected, which means that text widgets aren’t allowed. Selecting the checkbox will allow users to add potentially unsafe HTML content to a dashboard via a text widget, which might make your site vulnerable.

    • Marketing: See Add a marketing panel to the sign-in screen


     
  • Password policy: 
    Set your Phocas site's password policy
     
  • SMTP:
    Configure SMTP settings to allow Phocas to send emails

    • Configuration screen (enlarge to view detail)

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    • Geocoding: This is your Google Maps geocoding API key, which is required for map charts.

    • Health Check: The Send health check setting controls whether or not a health check report is sent to Phocas. By default, the checkbox is selected, meaning the report is sent. Clear the checkbox if you don't want to send the reports.

    • CRM: Applicable to the CRM module, these settings add links in CRM entity pages that provide shortcuts to either a Query database and/or a dashboard with that entity focused. For example, open the Sales database with XYZ customer selected.

    Connections

    Single sign-on

    The Allow SSO via SAML setting controls whether or not SSO is allowed for your site. See Enable single sign-on (SSO).

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