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System Settings

The System Settings module allows administrators to configure global platform parameters and manage all user accounts and roles.

System Settings

Accessing System Settings

Navigation: Admin → System Settings → System Settings

Global Configuration

Platform Configuration: - Language: Set default platform language preferences. - Time Zones: Configure global time zone settings. - SMTP Credentials: Manage email server settings for system notifications. - Social Media: Link social media accounts. - SEO Settings: Optimize platform visibility for search engines. - Branding: Customize logos, colors, and overall platform branding.

Configuring Settings

  1. Access Settings
  2. Navigate to System Settings

  3. Select category to configure

  4. Update Values

  5. Modify settings as needed
  6. Save changes
  7. Verify configuration

Users and Roles Management

Accessing User Management

Navigation: Admin → System Settings → Roles and Users

Roles Management

Defining Roles: - Create custom roles System lookups include: - Categories: Primary classifications for projects and activities. - Topics: Specific subject areas (e.g., for mentorship). - Countries and Cities: Geographical data for users and projects. - Groups: Internal groupings for stakeholders.

Role Configuration: - Set module access - Configure feature permissions - Define data access levels - Set action permissions

User Management

Account Management: - View all user accounts - Create new user accounts - Update user information - Deactivate accounts - Reset passwords

User Actions: - Assign roles to users - Modify user permissions - Update user profiles - Manage user access

Audit Logs: - Track user activity - Monitor login attempts - Review system changes - Track data access

Best Practices

  1. Role Design: Create roles that match organizational needs
  2. Permission Principle: Grant minimum necessary permissions
  3. Regular Review: Review user access regularly
  4. Audit Trail: Monitor audit logs for security
  5. Documentation: Document role definitions and permissions

Next Steps