How to access Setup Mode as an Admin User

Setup Mode #

To access Setup (Back End), select the spanner at the bottom left.

Within Setup, you can access different areas of the back-end system, such as;

• Users: Access, add, edit and delete users on the system, assign roles and divisions & reset user passwords.
• Triggers: Access, create, edit and delete Automatic Operations within the system. (Such as Email Reminders & Record Automation)
• Reports: Access, create, edit and delete reports on the system.
• Translators: Access, create, edit and delete translation packs within the system, and configure your translation packs to suit your requirements and language.
• User Roles: Access, create and edit Roles on the system, roles are the core permission method in determing who can read, create, edit and delete different entities throughout your system.

These are just a few examples of different Setup options.