Configuring system settings

About system settings

System settings fine-tune certain Autotask processes to better fit your business. They apply to all users and your entire Autotask site. You can change system settings anytime, but changes will not take effect until your users log out and back into Autotask.

Managing system settings

System settings are organized by setting type, the feature the apply to. Most system settings simply require that you select or clear a check box to turn the setting on or off. Some settings require that you enter additional information or make a selection from a set of options.

To edit system settings, do the following:

1. To open the page, use the path(s) in the Security and navigation section above.
2. Click Expand All or Collapse All to view or hide all settings, or click the dropdown icon for a setting type to expand a single section.
3. The System Settings page displays the following information about each system setting:

Column	Description
	Click the pencil icon to put a setting into Edit mode.
Setting Name	Setting names are descriptive and can be a statement that indicates the workflow action you are enabling or disabling, such as "Allow users to create time entries that cross midnight." They cannot be edited.
Value	The Value column may contain one of two icons or a text string. - The setting is enabled - The setting is disabled Text string - a value was either entered or selected from a dropdown list.

4. Click anywhere on a row to put it into Edit mode.

5. Select or clear the check box to enable or disable the setting or, where required, enter data or select from a drop-down list.
   For details on individual system settings, click the link for the appropriate setting type:

   • Contracts and billing system settings
   • CRM system settings
     
   • Expense Report system settings
     
   • Inventory system settings
     
   • MS Exchange and MS Outlook Extensions system settings
     
   • Projects system settings
     
   • Service Desk system settings
     
   • System settings for site setup
     
   • Timesheets system settings
6. Click Save or Cancel.

NOTE  For system settings to take effect, users must log out and back in.