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 

 

 

 Go to Administration → System Settings → Tenants. 

 

 

 Toggle or select values as needed. 

 

 

 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 

 

 

 Go to Administration → System Settings → Subscriptions. 

 

 

 Adjust values. 

 

 

 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 

 

 

 Go to Administration → System Settings → Invoices. 

 

 

 Adjust visual, timing, and delivery settings. 

 

 

 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 

 

 

 Go to Administration → System Settings → Users. 

 

 

 Adjust toggles. 

 

 

 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 

 

 

 Go to Administration → System Settings → Billing. 

 

 

 Adjust defaults. 

 

 

 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 

 

 

 Go to Administration → System Settings → Calculator. 

 

 

 Adjust visibility. 

 

 

 Select Save . 

 

 

 

 Platform Settings 

 

 

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

 

 

 Steps 

 

 

 Go to Administration → System Settings → Platforms. 

 

 

 Toggle settings. 

 

 

 Select Save . 

 

 

 

 Job Settings 

 

 

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

 

 

 Steps 

 

 

 Go to Administration → System Settings → Jobs. 

 

 

 Adjust the maximum runtime. 

 

 

 Select Save .