citrus-cms/resources/views/guide/settings.md

Settings User Guide

What is the Settings Module?

The Settings module controls system-wide configurations and preferences. This is where administrators manage global settings that affect how the entire QC QA application behaves for all users.

Getting Started

To access Settings:

1. Login to the system
2. Click on Settings in the main menu
3. View and modify system configurations

Key Setting Categories

System Configuration

• Row Count: Number of records displayed per page in DataGrids
• Date Formats: How dates appear throughout the system
• Time Zones: Default timezone for the project
• Language Settings: Default system language
• Email Configuration: SMTP settings for notifications

Project Settings

• Project Name: Display name for the current project
• Company Information: Logo and contact details
• File Storage: Document upload locations and limits
• Backup Settings: Automatic backup configurations
• Security Settings: Password policies and session timeouts

User Interface

• Theme Settings: Color schemes and layouts
• Menu Configuration: Which modules are visible
• Dashboard Layout: Default dashboard components
• Export Formats: Available export options
• Print Settings: Default print configurations

Common Tasks

Updating Display Settings

1. Navigate to Interface Settings
2. Modify Rows per Page (typically 10, 25, 50, 100)
3. Save changes for all users

Managing File Uploads

1. Set Maximum File Size limits
2. Configure Allowed File Types
3. Specify Storage Locations
4. Set Automatic Cleanup rules

Email Notifications

1. Configure SMTP Server settings
2. Set Default Sender addresses
3. Define Notification Rules
4. Test email functionality

Security Settings

Password Policies

• Minimum Length: Character requirements
• Complexity: Special characters, numbers
• Expiration: How often passwords must change
• History: Prevent password reuse
• Failed Attempts: Account lockout policies

Session Management

• Timeout Duration: Auto-logout after inactivity
• Concurrent Sessions: Multiple logins allowed
• IP Restrictions: Location-based access controls
• Audit Logging: Track user activities

Best Practices

Regular Maintenance

• ✅ Review settings monthly
• ✅ Update file size limits as needed
• ✅ Monitor storage usage
• ✅ Test backup procedures
• ✅ Verify email notifications

Security

• ✅ Use strong password policies
• ✅ Enable session timeouts
• ✅ Monitor audit logs
• ✅ Restrict admin access
• ✅ Regular security reviews

Performance

• ✅ Optimize page sizes for network speed
• ✅ Configure caching appropriately
• ✅ Monitor system performance
• ✅ Clean up old files regularly
• ✅ Backup critical settings

Getting Help

For Configuration Questions:

• Review system documentation
• Consult IT administrator
• Check vendor support resources
• Contact technical support

Remember: Settings changes affect all users - test carefully before implementing!