System Settings

Introduction

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

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.