Office Settings - Introduction

SmartOffice can be easily customized to meet the unique requirements of any business. This section explains how to specify default settings for the entire office, as well as default preferences for new users added to the office.

Note: Only users with the Administrator: User Rights \& Creation/Licenses/Groups user right can view and modify office settings. The initial user account created for new SmartOffice customers has these rights by default.

To access office settings, select Setup \> Office Settings on the side menu. Office settings are contained in the following content links:

• Detail: Contains basic office settings such as office name, date format, SMTP/e-mail, storage, and logo/branding.
• Tier Licences: Displays the current number of user and module licenses in use (visible to most U.S. customers).

• Licenses: Displays the current number of user and module licenses (visible to some U.S. enterprise customers and all non-U.S. customers).

• Security Policies: Contains settings for password policies, session timeouts, and IP address restrictions.
• Department/Team Hierarchy: Allows for the creation of departments/teams and associated data visibility rights.
• Default User Preferences: Allows the administrator to select the default preferences for new user accounts.
• Office Correspondence Options: Contains a default set of options for correspondence sent through SmartOffice.
• SmartPad/New Contact/E-mail Posting Options: Includes settings for the system events that are automatically recorded in the SmartPad.
• Global Proxy: Presents an overview of the proxy relationships set up in the office to govern data visibility.
• Disclaimers: Allows for creation of default outgoing e-mail disclaimers.
• Office Record Count: Displays the number of contact, business, household, policy, investment and other records in the database.
• Office Access Log: Displays a record of who signed in to the office.
• Office Export Log: Displays a record of who exported data from the office.
• User Usage: Displays the number of records linked to each user in the office.
• Resource Carrier Subscription: Contains options that control which insurance carriers are available in the office (for offices subscribed to a resource office.)
• Carrier Subscription: Contains options that control which insurance carriers are available in the office (for offices in an enterprise office hierarchy).

• Record Tags: Allows the administrator to define tags that can be applied to certain records throughout the office.