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Site Information and Policies
The user must have the proper permissions in order to view and/or edit Site Information and Policies.
- Click Settings on the top menu bar.
- Select Site Information & Policies.
- Use the magnifying glass in the bottom left to find a setting.
- Enter or edit the information.
- When you select a setting, a brief Description will appear in the box at the bottom.
- Close the dialog box when you are finished.
- The user must log out and back in before new policies take effect.
Notes:
- The OVERRIDE PASSWORD will be hidden. Only permitted users can change it.
- Click the
button to change it.
Additional Guides:
Category:
Fund Accounting,
Settings | Tag:
Description,
Other Settings,
Override,
Override Password,
PO Settings,
policies,
site,
Site Info,
Site Information,
Web Settings
