O4 Configuration

The Configuration page is used to customize software settings and create entities that will be applied throughout O4. This page is divided into nine sections: Users, Software, Workgroups, Resell, Sales Accounts, Tax Accounts, Departments, Locations, and Representatives. 

Jobs Menu

• O4 Batch Technology- this article explains the Batch Jobs, Batch Services, and Job Administration pages accessible from the Jobs menu on the Configuration page.

O4 Activity Menu

• O4 Session Monitor- use this article to learn more about reviewing O4 and Legacy OASIS activity.

Users

• Creating a User in O4
• The O4 User Viewer
• Reports- the articles below explain how to use the reports available from the Users page.
  • The Attachments Usage Report
  • The Conversations Usage Report

Software

• Email Configuration- this article explains how to configure an email connector to allow for emailing out of OASIS.
• Global Settings- the articles below explain how to configure settings that affect all users.
  • General Settings
  • Project & Quote Settings
  • Orders Settings
  • Submittal Settings 
  • Shipment Settings
  • Invoices & Payment Settings
  • Web Settings
  • Report Settings
  • Extra Settings
• Search Tags- this article explains how to create and edit search tags.
• Attachments Configuration- this article explains how to configure attachment color, category, and rules.

Workgroups

• Creating a Workgroup in O4

Resell

• Creating a Resell Company in O4

Sales Accounts

• Creating a Sales Account in O4

Tax Accounts

• Creating a Tax Account in O4

Departments

• Creating a Department in O4

Locations

• Creating a Location in O4

Representatives

• Creating a Representative in O4