Site Configuration Menu

The Site Configuration menu contains the majority of functions used to configure and set up your installation.

  • Design Center

  • Data Dictionary

  • Behavior Settings

  • Business Rules

  • Security Permissions

  • Allowed Values

  • Workflow Setup

  • Reporting & Querying

  • Privacy Groups

  • User Roles

  • Multi-Language Setup

  • Home Page Shortcut Buttons

  • Customizing the Home Page

  • Custom Coding Extensions

  • Email Notification

  • External Authentication – LDAP, SSO and SAML

  • ExtraView Help

  • Adobe PDF Report Templates & Mapping

  • Creating Alternative Navigation Bars

  • Creating a Gateway Navigation Bar

  • Workspace Configuration