In this article you will learn how to access default Company settings, add edit and delete Users, create and edit User roles and assign users to them, create, edit and delete Number range rules, create Custom fields and look at Locks, Licenses, User Licenses and Log.
The Admin area is accessed by clicking the Settings cog icon at the bottom of the left hand menu bar on the Flex platform.
NOTE! These settings are only available for system administrator users.
Company settings
There are 2 tabs to this first view:
Company tab
Main company information can be changed here, including the company name, address, and contact details.
Settings tab
There are 4 drop-down areas:
-
Currency - You can change the currency settings, set a default currency.
-
Logo - you can upload the company logo.
-
Security Settings - Restricts access to a specific IP address(es). System administrators can access from anywhere.
- Contact settings - There are two checkboxes which if selected restrict viewing of users and contacts to per showroom.
Showrooms
To access click the settings cog at the top right of the Flex platform and, under Admin area on the left, select Showrooms.
Here you can create a new showroom or activate a deleted showroom. By clicking on the showroom row you can view details of the showroom, for example address, email, assigned users.
Within a company you can have more than 1 showroom.
Number range rules
To access click the settings cog at the bottom of the left hand menu bar on the Flex platform and, under Admin area, select Number range rules.
A number range rule is a setting for either payments, projects, contacts or invoices. A rule defines how the new payments, projects, contacts and invoices will be numbered in Flex.
Note: these options are dependent on your desktop app.
It is useful to set these rules at the beginning of using Flex so your order numbers and invoice numbers can run after your existing orders and invoices. You may decide to have different showrooms with a different number rule.
For detailed instructions on how to Create, Edit and Delete a rule see related articles Flex number range rules explained.
Custom Settings
To access click the settings cog at the bottom of the left hand menu bar on the Flex platform and, under Admin area, select Custom Settings.
Custom fields can be used to capture extra information that is not already built in to the Flex platform, for contacts, projects, and designs. When you add a field, it will be available on all contacts, projects or designs. For example, you may always want to capture special information about a contact and there is no box available in Flex by default. You should use a custom field to store this information.
The main view is split into 3 drop-down rows - Contacts, Projects and Designs.
Create a custom field
- Click on + Add Custom Field under the relevant drop-down.
- In the first column type a name for the field.
- In the Type column select from;
Text field – Input is a text box accepting letters and numbers
Check box – Input is a tick box (defaults un-ticked)
Date field – Input is formatted as a date (with a popup calendar)
- Click the Save Custom Fields button on the top toolbar.
Delete a custom field
To delete an existing custom field simply click the bin icon on the relevant row.
Locks
To access click the settings cog at the bottom of the left hand menu bar on the Flex platform and, under Admin area, select Locks.
This shows a view of all projects that are currently locked, which means the project is open for editing on another computer.
For information on how to unlock projects see related articles.
Licenses, Users Licenses and Log
Licenses - For detailed information see related articles Flex: Manage Licenses
User Licenses - For detailed information see related articles Flex: Manage Licenses
Usage Log - For detailed information see related articles Flex: Usage Log
Related articles
Spaces Flex: Unlock a Project and Design