To access the settings module, expand the options menu at the upper right of the platform and click on the “Settings” option.

Then you will have access to the settings window on the platform.

Module contents

Once you’re in the settings module, you will see a series of submodules that will allow you to establish all the settings you need according to the specific conditions of each activity.

The submodules that you’ll find in the settings module are the following:

• General

• User Accounts

• Business Calendar

• Modules

• Financial

• Auxiliary Catalogs

• Document Management

• Transactions Log

• Security

• API Connections

• Guest Portal (add-on)

• Account