Account Configuration

Account Configuration
Various aspects of the system’s configuration can be changed on the Account Configuration page. Navigate to Configuration and under the Configuration sectio...
Thu, 8 Apr, 2021 at 11:22 AM
Creating Organisation Departments
For both security and reporting purposes you may wish to split up your organisation into separate groups or Organisational Units. To do this you must first ...
Thu, 24 Jan, 2019 at 11:01 AM
Contract Types
You can create and manage values for the ‘Contract Type’ field required on all contracts.  Navigate to Configuration > Values > Define Value Sets. ...
Tue, 19 Oct, 2021 at 1:21 PM
Account User Passwords and Security
This article describes the User password options available. The form below shows where the password related options are chosen, navigate to Configuration &g...
Mon, 19 Dec, 2022 at 1:47 PM
Classifications
The broad classification of a Contract will help for reporting and searching purposes, generally Customer and Supplier, the default values can be adjusted a...
Thu, 22 Mar, 2018 at 11:57 AM
Value Sets
Value Sets are used throughout the system to display drop down list values for selection, these values can be changed to better suit your organisations loca...
Fri, 1 Dec, 2023 at 11:57 AM
Risk Definitions
It’s possible to edit the risk values so that the severity calculation made by intelligentcontract suits your organisation. Navigate to Configuration > C...
Thu, 22 Mar, 2018 at 11:59 AM
User Authentication Settings
intelligentcontract offers numerous ways to allow your Users to log into your account.  You can control how your Users login via User Login Options. Nav...
Thu, 11 Mar, 2021 at 4:38 PM
Setting the Date Format
By default all intelligentcontract accounts use a Date Format of dd-mmm-yy, if you wish to adjust your format to another then you can achieve this via the A...
Mon, 4 Nov, 2019 at 3:08 PM
Notification Templates
Intelligentcontract allows you to amend the format of any notification (issued as an email) that is sent from your account.   The intelligentcontract de...
Mon, 14 Feb, 2022 at 8:46 PM