From ICIHelp8.2
Shefali DK (Talk | contribs) |
Shefali DK (Talk | contribs) |
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To edit the Application Settings, complete the details in the three tabs: | To edit the Application Settings, complete the details in the three tabs: | ||
| − | '''Entity Color Configuration''' | + | == '''Entity Color Configuration''' == |
1'''. Pick''' colors to assign to the '''statuses '''of an entity and '''click '''"Next". This helps you identify the entity status easily throughout the system. | 1'''. Pick''' colors to assign to the '''statuses '''of an entity and '''click '''"Next". This helps you identify the entity status easily throughout the system. | ||
| − | <div class="image-green-border">[[File:8.0-Application Settings1.png|720px|8.0-Application Settings1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">For example, with this setting, you can quickly identify the “Waiting for approval” agreements (marked as red in the "Status" column) on the Agreement details page and can take further action.</div> <div class="image-green-border">[[File:8.0-Application Settings2.png|720px|8.0-Application Settings2.png]]</div> <div class="image-green-border"> </div> | + | <div class="image-green-border">[[File:8.0-Application Settings1.png|720px|8.0-Application Settings1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">For example, with this setting, you can quickly identify the “Waiting for approval” agreements (marked as red in the "Status" column) on the Agreement details page and can take further action.</div> <div class="image-green-border">[[File:8.0-Application Settings2.png|720px|8.0-Application Settings2.png]]</div> <div class="image-green-border"> </div> |
| + | == '''User Theme''' == | ||
| + | <div class="image-green-border">The "User Theme" tab helps in assigning default theme color throughout ICI to both internal and external users.</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Select '''either of the themes mentioned below and '''Click '''"Next".</div> | ||
*'''Default User Theme:''' '''Select '''and apply the user theme for internal users. Users with adequate privileges can change the theme. | *'''Default User Theme:''' '''Select '''and apply the user theme for internal users. Users with adequate privileges can change the theme. | ||
*'''External User Default Theme''':'' '''''Select '''and apply the user theme for external users who can access ICI. External users cannot change the theme from their login. | *'''External User Default Theme''':'' '''''Select '''and apply the user theme for external users who can access ICI. External users cannot change the theme from their login. | ||
| − | <div class="image-green-border">[[File:8.0-Application Settings3 1.png|520px|8.0-Application Settings3 1.png]]</div> | + | <div class="image-green-border">[[File:8.0-Application Settings3 1.png|520px|8.0-Application Settings3 1.png]]</div> |
| + | == '''Other Configuration''' == | ||
| + | |||
3. '''Select '''from the following options: | 3. '''Select '''from the following options: | ||
*'''Allow Old Document Version Upload:''' '''Click '''"Yes" to allow uploading older versions of an Agreement. | *'''Allow Old Document Version Upload:''' '''Click '''"Yes" to allow uploading older versions of an Agreement. | ||
| − | *'''Capture Broadcast Message in the Notes Section:''' '''Click '''"Yes" or "No" to enable or disable Broadcast messages from being displayed in the Notes''' '''section. | + | *'''Capture Broadcast Message in the Notes Section:''' '''Click '''"Yes" or "No" to enable or disable ''[[Broadcast|Broadcast]]''messages from being displayed in the Notes''' '''section. |
*'''Show Activity Panel:''''' '''''Click '''"Yes" to show the activity panel icon on the top right of the page to view the recent activities. | *'''Show Activity Panel:''''' '''''Click '''"Yes" to show the activity panel icon on the top right of the page to view the recent activities. | ||
| − | |||
| − | |||
<div class="image-green-border">[[File:8.0-Application Settings6.png|720px|8.0-Application Settings6.png]]</div> | <div class="image-green-border">[[File:8.0-Application Settings6.png|720px|8.0-Application Settings6.png]]</div> | ||
| − | + | *'''Corporate currency: Enter''' the currency to be used throughout the application by default. | |
| + | *'''Search Keyword Highlight Color: Select '''the color in which the searched text or keyword will be highlighted. | ||
| + | <div class="image-green-border"> </div> | ||
== Displaying an Announcement Banner == | == Displaying an Announcement Banner == | ||
Revision as of 15:09, 23 November 2021
Contents
Application Settings
The ICI Administrator can edit various application settings from this page. You can access it by clicking "Admin" from the navigation menu on the top and then clicking "Application Settings".The "Application Settings" page opens.
- The configurable application settings are clearly visible upfront with the following three numbered tabs on a navigation bar.
- Entity Color Configuration
- User Theme
- Other Configuration
- The tab number is highlighted with the theme color to quickly identify where the user is in the wizard settings.
- The numbered navigation bar containing the tabs is made sticky to be visible even while scrolling the page.
- You can either click the number in the navigation bar or click “Next” from the sticky action buttons bar at the bottom of the page to go to the next tab in the settings.
To edit the Application Settings, complete the details in the three tabs:
Entity Color Configuration
1. Pick colors to assign to the statuses of an entity and click "Next". This helps you identify the entity status easily throughout the system.
For example, with this setting, you can quickly identify the “Waiting for approval” agreements (marked as red in the "Status" column) on the Agreement details page and can take further action.
User Theme
The "User Theme" tab helps in assigning default theme color throughout ICI to both internal and external users.
2. Select either of the themes mentioned below and Click "Next".
- Default User Theme: Select and apply the user theme for internal users. Users with adequate privileges can change the theme.
- External User Default Theme: Select and apply the user theme for external users who can access ICI. External users cannot change the theme from their login.
Other Configuration
3. Select from the following options:
- Allow Old Document Version Upload: Click "Yes" to allow uploading older versions of an Agreement.
- Capture Broadcast Message in the Notes Section: Click "Yes" or "No" to enable or disable Broadcastmessages from being displayed in the Notes section.
- Show Activity Panel: Click "Yes" to show the activity panel icon on the top right of the page to view the recent activities.
- Corporate currency: Enter the currency to be used throughout the application by default.
- Search Keyword Highlight Color: Select the color in which the searched text or keyword will be highlighted.
Displaying an Announcement Banner
- Show Displaying Announcement Banner: Click "Yes" to display a fixed banner message on the top of the page to inform or alert users of a scheduled event or an announcement. For example, you can inform users that a maintenance activity is scheduled in 24 hours so that they can plan and save their work accordingly.
- Announcement Message: Enter the message to be displayed in this box.
4. Click "Update" to save all the changes. A popup with a toast success message flashes at the bottom right.
Related Topics: Agreement Management | Managing Organization | Managing Users | Managing User Groups | Managing Security Groups | Notification Settings | Currencies | Reasons | Deleting an Agreement | Search Sync | Legacy Upload |
