Administration Panel
Administration Panel
The Admin Panel lists all the various configuration options and settings that a client may with to update to personalise their own CRM system.
When selecting an option to visit, it will highlight in purple and show you a small description of what each setting is for
Below you will find links to pages that describe each aspect of the following settings:
Users & Authentication
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User Management
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Role Management
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Password Management
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Role Management
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Security Suite Group Management
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Security Suite Settings
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OAuth Tokens and Clients
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System
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System Settings
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Locale
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Currencies
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Languages
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Themes
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Scheduler
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Elasticsearch
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PDF Settings
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Search Settings
Module Settings
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Activity Stream Settings
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Business Hours
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Case Module Settings
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Configure Module Menu Filters
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Connectors
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Display Modules and Subpanels
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History Subpanel
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Sales Module Settings
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Releases
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Emails
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Email Settings
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Inbound Email
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Outbound Email
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Campaign Email Settings
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Email Queue
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How to configure Inbound Email with OAuth
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External OAuth Connections
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External OAuth Provider Overview
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External OAuth Providers
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Admin Tools
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Repair
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Backups
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Diagnostic Tool
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Import Wizard
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Module Loader
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Developer Tools
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Studio
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Rename Modules
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Module Builder
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Dropdown Editor
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Workflow Manager
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Google Suite
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Google Credentials and Syncing
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Google Calendar Settings
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Google Maps Settings
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Geocoding Test
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Geocode Addresses
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Address Cache
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Admin Multi-Menu
You can now visit any menu in the admin page via the Admin Multi-menu.
