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System Settings

Introduction

Configure global CMS behavior, including provisioning rules, billing defaults, invoice appearance, calculators, and health checks.

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Permission Level

Platform Administrator

Tenant Settings

  • Partner Self Provisioning — Allow partners to create their own tenants. (Switch)

  • Distributor Self Provisioning — Allow distributors to create their own tenants. (Switch)

  • Default Tenant Currency — Set the default currency for new tenants, partners, and distributors. (Currency List)

Steps

  1. Go to Administration → System Settings → Tenants.

  2. Toggle or select values as needed.

  3. Select Save.

Subscription Settings

  • Tenant Self Provisioning — Allow tenants to create their own subscriptions. (Switch)

  • Partner Provisioning — Allow partners to provision subscriptions for their tenants. (Switch)

  • Distributor Provisioning — Allow distributors to provision subscriptions for their tenants. (Switch)

  • Auto Created Subscription Tenant Id — Default tenant for subscriptions created automatically from platform subscriptions. (Tenant List)

  • Perform Tenant Identity Health Checks — Enable tenant identity health checks. (Switch)

  • Auto Create Missing Subscriptions — Automatically create CMS subscriptions from detected platform subscriptions. (Switch)

Steps

  1. Go to Administration → System Settings → Subscriptions.

  2. Adjust values.

  3. Select Save.

Invoice Settings

  • Invoice Submission Delay (Days) — Delay sending preview invoices after month end. (Number Box)

  • Header Background Colour — Set invoice header background color. (Colour Picker)

  • Body Background Colour — Set invoice body background color. (Colour Picker)

  • Footer Background Colour — Set invoice footer background color. (Colour Picker)

  • Header Font Colour — Set header text color. (Colour Picker)

  • Body Font Colour — Set body text color. (Colour Picker)

  • Footer Font Colour — Set footer text color. (Colour Picker)

  • Grouping Background Colour — Set table grouping background color. (Colour Picker)

  • Grouping Font Colour — Set table grouping font color. (Colour Picker)

  • Invoice Header Logo — Upload logo for invoice header. (File Picker)

  • Invoice Payment Details — Configure invoice footer payment details. (Text Box)

  • Auto Create Invoices — Enable automatic invoice generation. (Switch)

  • Auto Email Invoices — Enable automatic emailing of issued invoices. (Switch)

  • Delinquent Payment Notification Interval (Days) — Frequency for sending delinquent notifications. (Number Box)

  • Send Delinquent Payment Notifications — Enable sending of delinquent notifications. (Switch)

  • Store Invoices In Azure Storage — Upload invoices to Azure Stack storage account. (Switch)

  • Default Invoice Payment Terms (Days) — Default overdue period. (Number Box)

Steps

  1. Go to Administration → System Settings → Invoices.

  2. Adjust visual, timing, and delivery settings.

  3. Select Save.

User Settings

  • Tenant Self Provisioning — Allow tenants to create their own users. (Switch)

  • Partner Self Provisioning — Allow partners to create their own users. (Switch)

  • Distributor Self Provisioning — Allow distributors to create their own users. (Switch)

  • Require User Activation — Require users to activate their accounts before login. (Switch)

  • Require User Activation Code — Require activation code at first login. (Switch)

Steps

  1. Go to Administration → System Settings → Users.

  2. Adjust toggles.

  3. Select Save.

Billing Settings

  • Default Platform Currency — Base currency for the platform. (Currency List)

  • Use Monthly Variable Pricing — Apply variable pricing based on hours in the month. (Switch)

Steps

  1. Go to Administration → System Settings → Billing.

  2. Adjust defaults.

  3. Select Save.

Calculator Settings

  • Show To Tenants — Show the calculator to tenants. (Switch)

  • Show To Partners — Show the calculator to partners. (Switch)

  • Show To Distributors — Show the calculator to distributors. (Switch)

Steps

  1. Go to Administration → System Settings → Calculator.

  2. Adjust visibility.

  3. Select Save.

Platform Settings

  • Report Platform Alerts — Generate CMS alerts for platform-specific health events. (Switch)

Steps

  1. Go to Administration → System Settings → Platforms.

  2. Toggle settings.

  3. Select Save.

Job Settings

  • Job Maximum Runtime (Hours) — Maximum runtime before a job is marked as failed. (Number Box)

Steps

  1. Go to Administration → System Settings → Jobs.

  2. Adjust the maximum runtime.

  3. Select Save.

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