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Settings and Operations

Settings and Operations

Overview

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

Purpose

Use Settings and Operations to configure how CMS behaves without changing application files, and to manage operational workflows such as backups, notifications, update settings, and branding.

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.

SettingsUser PageRoles

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

Settings panelsand operational administration are platform areas. Platform administrators can includechange refresh, search, save-all, switches, text fields, number fields, color picker, tenant selector, currency selector,settings and filerun pickeroperational controls.actions. Platform readers can review information where permitted.

Most

Key Workflows

Update a Setting

  1. Open Settings.
  2. Select the relevant category tab.
  3. Search or browse to the setting.
  4. Change the value.
  5. Save changes.
  6. Follow any operational note, such as rerunning a job or refreshing a page.

Manage Notification Templates

  1. Open Administration > Notifications.
  2. Select Templates.
  3. Open a template.
  4. Review subject, description, enabled state, and body content.
  5. Save changes.
  6. Send a test message where available.

Manage Backups

  1. Open Backups.
  2. Review existing backup files.
  3. Run a manual backup when needed.
  4. Test storage settings arebefore editedrelying in place. Ifon a settingbackup istarget.
    5. missing,
  5. Restore confirmonly after confirming the environmenttarget hasbackup beenand preparedoperational withapproval.

Manage Themes

  1. Open Settings > Themes.
  2. Create or edit a theme.
  3. Add logos, wallpaper, font information, colors, and theme options.
  4. Validate and save.
  5. Set the requiredtheme deploymentas steps.

    default when ready.

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 updatereplace sensitive settings when the replacementnew 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:

  • App bar logo.
  • Login logo.
  • Login wallpaper.
  • Font metadata.
  • Theme colors and typography.

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.

AccessWhat To Check

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 asis available.missing, check:

  1. The user's platform role.
  2. Whether the environment has been prepared for that feature.
  3. Whether required sensitive settings are configured.
  4. Whether the relevant feature is enabled.
  • Authentication and Users
  • Alerts, Jobs, and Updates
  • Usage, Billing, and Invoicing
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