Settings and Operations

Overview

Settings and operations pages let platform administrators manage runtime configuration, themes, notification delivery, backups, jobs, updates, documents, and selected feature flags.

Settings Categories

Active settings categories include:

Category	Typical contents
Authentication	Sign-in, activation, MFA, and federated login settings.
Backup	Backup provider, tooling, storage, and retention settings.
Billing	Invoice settings, invoice visibility, billing mode, and usage selection.
Notifications	Email provider, delivery settings, budget alerts, and notification templates.
Platform	Defaults, self-provisioning, region retention, quotas, timezone, and platform options.
Portal	Portal title, theme, login options, and display configuration.
Updates	Update enablement, channel, Patch Manager connection, and update settings.

Settings Page

The Settings page is available to platform roles. It includes Backend, Billing, Platform, Portal, and Themes tabs.

Settings panels can include refresh, search, save-all, switches, text fields, number fields, color picker, tenant selector, currency selector, and file picker controls.

Most settings are edited in place. If a setting is missing, confirm the environment has been prepared with the required deployment steps.

Sensitive Settings

Sensitive settings such as passwords, connection strings, and API keys are masked in the portal. When a masked value is left unchanged, CMS keeps the existing value.

Only update sensitive settings when the replacement value is known and approved for the environment.

Themes and Branding

The Themes tab lets platform administrators create, edit, validate, delete, and select portal themes.

Branding assets can include:

If a theme or asset is missing or invalid, CMS falls back to default portal styling.

Notifications

Administration > Notifications manages delivery settings and notification templates.

The Delivery tab controls email delivery settings. The Templates tab lets platform administrators edit template name, subject, description, enabled state, and body content.

Platform administrators can send a test message for a selected template after confirming the active delivery provider is configured.

Backups

The Backups page lists stored backups and exposes manual run, refresh, restore, provider settings, storage settings, and connection tests.

Manual and pre-restore backups are retained separately from scheduled backup cleanup. Restoring a backup creates a pre-restore safety backup first.

Timezone and Localisation

CMS stores operational timestamps consistently and displays them using the user's timezone when set. If the user has not selected a timezone, CMS uses the system timezone setting.

English is the default language. French is the first additional language in the localisation plan.

Documents and Terms

Documents and terms can require user or tenant acceptance before users continue normal portal work. New subscription terms can appear during subscription creation when enabled.

Access

Settings, backups, notification administration, jobs, updates, and themes are platform operations areas. If a user cannot see one of these pages or actions, confirm the user has the required platform role.

Known Gaps

Manual Review Required: Some settings and operational pages depend on environment preparation. Confirm the relevant deployment steps have been completed before treating every setting or operational action as available.