Table of Contents

System Settings: Overview

Kristen Fiddes Updated by Kristen Fiddes

Read Time: 2 mins

The article provides an overview of the System Settings page within your instance, including explanations of what each option controls or affects. Only Super Admins and users with the Update system settings permission are able to view and make changes to this page.

System Settings can be reached by navigating to Settings and selecting System Settings either from the dashboard or via the menu to the left.

Once selected, the System Settings page will populate. Below, we'll break down each section and option available.

  1. The Locale section includes the ability to configure the time zone to your preference, as well as set the currency that services, items, and payments etc. will be reflected in. Additionally, you can set the default location of your instance, including the time zone. While there are spots throughout the instance where you can adjust the time zone —such as within Reports and throughout the scheduling and jobs feature, as seen here— the time zone within System Settings acts as the instance default.
  2. The Formatting portion of the page controls how data such as date, time, and prices are relayed back to your users.
  3. The dropdown below Customer Portal Contact Access allows you to select which customers can access their portal. You may want to allow any contacts associated with an account, or restrict it so only the primary contact has access.
  4. The FCC Export Company Source is an important field to take note of if you have multiple companies within your instance; the options available are to use the system-wide default company, or the company of the account. The latter option is taken from whichever company was selected during the account creation workflow.
  5. The checkbox for Attach IP assignment to Remote ID mac address by default for DHCP Option 82 acts as the system default; for information on DHCP delivery click here.
  6. The checkbox labelled Create a radius account when creating a new account is only required if you have a Radius server and it has been integrated with your instance already; for more information on this click here.
  7. Enabling the Application Firewall allows you to control who and what can access the data within your instance, providing an additional layer of security.
    This particular setting is further detailed in our Application Firewall article; it is imperative you do not enable this setting before thoroughly reading the associated documentation. Enabling the firewall will immediately prevent access to the instance for any IPs/subnets not authorized which may result in you losing access.
  8. The checkbox alongside Bilingual Invoices allows you to have all invoices reflected in both English and French.
  9. The checkbox labelled Past Due Stamp allows you to bring further attention to past-due invoices with a red stamp displayed in the local language.
  10. The final section covers the Communication Defaults which are used for the Communication Tools feature.
    1. Default Message 'From' Name: This field determines the sender name that the message will appear from.
    2. Default Email Message 'From' address: This field determines the mailbox the message will appear from.
    3. Default Email Message 'From' Domain: This field determines the domain the message will appear from; the only options available in the dropdown are domains already added and verified to your Sonar instance.

How did we do?

Sonar's Rich Text Editor

The New Sonar API