Configuration

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.

• Workstation Configuration- use this section to view database connections and configure workstation settings
  • Database Connection Setup
  • Workstation Preferences
• User Preferences- use this section to configure OASIS connections to email services
  
  • Email Configuration
• Global Preferences- use this section to configure settings that will affect all applications in OASIS
  • The License Viewer 
  • Global Settings
  • Creating Search Tags
    
    • Applying Search Tags to Multiple Items
  • Attachment Configuration
• Batch Services- use this section to configure the batch service, view existing batches, and check statuses.
  
  • Setting Up the Email Reminders Batch
  • Checking the OASIS Batch Service Status
• Database Management- use this section to manage your database and initiate backups and disconnects
  
  • Copying Data Between Databases
    • ASA Configuration Utility
    • Manually Starting the OASIS Database
  • Show Locks
  • OASIS Cloud Backup
    • Monitoring Cloud Backups
    • Preventing Remote Users From Triggering Cloud Sync
  • Truncating the OASIS Log File
  • Disconnect Blockers
  • Disconnect Users

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

• Creating a New Workgroup
• Workgroup Terms and Conditions
• User Workgroup Access

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

• Creating a New User
• Setting Up User Security 
• Copy User Settings
• Exporting Users and Workgroups
• Reassigning Sales Responsibility

Representatives

Reports and Tools

• Archive
• Accessing the Delete Log
• Reverting to a Previous Release
• OASIS Database Archive Tool