After you succesfully login you can start using EPESI by customizing settings in Administrator panel
There are several settings you can manage e.g. access restrictions, language, title, logo...
- 1 User Management
- 2 Features Configuration
- 3 Data
- 4 Regional Settings
- 5 Server Configuration
- 6 Misc
This section allows the administrator to manage users' default settings as well as access permissions for other users.
You can decide there who has an access to particular modules like Calendar, Shoutbox, Dashboard. You can choose between: All users/Admin/Superadmin/Employee/Manager.
Default user settings
You can set there basic features which will make using EPESI more comfortable for you. For example set the alert, choose the way to display calendar, select items for quick access.
Here you can add new user, which will also display as a Contact under Company that belongs to. You can create company name or select from existing ones. You can also choose the group: Customer/Developer/Field Staff/Office Staff that new user will be assigned to.
After saving changes you will be ask to fill Login Panel section. There you can choose for user Login and Password (that can be changed by new user after) and decide the role for new user between regular user/Administrator/Superadministrator. You can also decide to which section he will have an access.
You can set there the page that will be display after you log in to the system. By default it's Dashboard.
Here you can see Dashboard with default configuration of application. You can change it however you like using Config option in the left corner.
After, by drag-and-drop, you will be able to choose apps that you want to have on your dashboard as well as configuration of them.
Login audit contain detail information about user's log to the system like time, duration etc. So e.g. as a boss you can have a track how much time your employees spend using the system.
This section allows you to change settings in apps you have installed. Example for Campaign Manager
Emails from chosen campaign will be send from the address above. If recipient will replay the email he will see this message.
You can also set the access to the campaign
This section is for managing (seraching, editing, deleting, etc.) all the data like: companies, contacts, tickets.
Read more about Record Browser.
Here you can choose the language and currency for the system that will be convenient for you and other users.
You can also help us translating the system from english to other languages using our Translation System. Read more
Mail server settings
You can change here email settings. Mind to choose 'remote smtp server' method.
Modules Administration & Store
PHP & SQL Errors to mail
You can type here the email address that users can report bugs.
Tittle and logo
You can upload logo of the company that is using the system as well as change base page tittle. The logo appears on top left corner.
From here you can manage your hosting. You can choose between three options: Extends service, Download data, Delete installation. You will find more information in a Hosting#Hosting_Management section.