Configuration

Have more questions? Submit a request

The Configuration page is used to customize software settings and create entities, such as sales accounts, users, and workgroups that will be used throughout OASIS. This page is divided into nine sections: software, location, sales account, tax accounts/ tax accounts 2, departments, resell, workgroups, representatives, and users.

Software- use this section to alter settings that will affect OASIS software, such as database connections, batch services, and backups.

Locations- use this section to configure locations, such as offices, building floors, etc

Sales Accounts- use this section to configure sales accounts, assign their percent of credits, and set their goals

Tax Accounts- use this section to configure tax accounts

Tax Accounts 2- use this section to configure tax accounts via Tax Accounts 2

Departments- use this section to configure departments, such as sales and management.

Resell- use this section to set your company up for resell

Workgroups- use this section to create workgroups and configure workgroup access

Users- use this section to create new users and configure user security settings and access.

Representatives

Reports and Tools

Articles in this section

Was this article helpful?
0 out of 1 found this helpful

Comments

0 comments

Please sign in to leave a comment.