Article Objective: To assist admin users in navigating the Admin Centre within the Active Platform to manage firm settings.
Context: Admin users are able to change the firms settings through the Admin Centre. |
Accessing the Admin Centre
Navigate to the Active Platform home page.
Click on your name icon and press Admin Centre.
Click on Settings.
Changing firm settings
Once the 'Settings' button has been selected, the below screen will appear.
The following table details the fields for completion.
Field | Description | Validation |
Enforce office security (checkbox) | When ticked, users will only be able to see information (e.g. contacts, jobs) allocated to the office(s) they are attached to.
Contact the Business Fitness support team if you wish to disable this function. | Optional |
Send Product Welcome Emails when adding user licenses (checkbox) | When ticked, all users who are added to the Platform will receive Product Welcome Emails. If you do not want users to receive this email, untick. | Optional |
Firm Links | Firms are able to add their own links that appear in the user drop down menu.
Once selecting + Add Firm Link, a pop-up screen will appear here you must select the title, URL and location of the link. Once you have added the link, it will appear in the user dropdown menu when clicking on their profile picture. | Optional |
Office Settings | This allows users to select the default office for the firm and whether they wish to 'Disable Office Creation and Enable Field Locks'. This will generally be relevant when the firm is integrating with another system to bring in the office data. You are able to select or unselect the locked fields based on the information in the old system. | Required |
User Settings | This allows users to 'Disable Office Creation and Enable Field Locks'. This will generally be relevant when the firm is integrating with another system to bring in the office data. You are able to select or unselect the locked fields based on the information in the old system. | Optional |
Client Settings | This allows users to 'Disable Office Creation and Enable Field Locks'. This will generally be relevant when the firm is integrating with another system to bring in the office data. You are able to select or unselect the locked fields based on the information in the old system. | Optional |
Once satisfied with the details, click Save and Close.
Hint: If you have changed any of the default settings and wish to revert them back, select Revert to System Defaults.
