Settings Information System
System Settings
Last Updated: April 6, 2026Overview The System Module is used to configure core system-wide settings within the ERPat system. It allows administrators to manage general system behavior, display preferences, calendar configurations, financial settings, and company information. These settings serve as the foundation for how the system operates, ensuring consistency across the modules. Key Features Accessing the System Module STEPS General Tab The General Tab...
Components Settings
Last Updated: April 6, 2026Overview The Settings – Components Module is used to configure different system components that affect how specific modules behave across the system. It allows administrators to manage settings related to the public footer, GDPR compliance, widgets, payroll, attendance, leave, kiosk, tasks, projects, recruitment, sessions, disciplinary, courses, campaigns, messages, system logs, asset entries, leads, events, tickets, and timesheets. This module helps...
Customization Settings
Last Updated: March 27, 2026Overview The Customization Module is used to configure system behavior, communication templates, dashboard layout, and document formatting within the ERPat system. It allows administrators to control how the system looks, sends notifications, and generates outputs such as emails, invoices, vouchers, and estimates. This module ensures consistency in system communication, improves usability through dashboard personalization, and standardizes company documents across different...
Security Settings
Last Updated: March 26, 2026Overview The Security Module is used to manage system access, user roles, and security restrictions within the ERPat system. It provides administrators with full control over user permissions, inactivity rules, and IP-based access limitations. This module ensures that only authorized users can access specific features and modules, helping maintain system integrity, data security, and proper user accountability. Key Features Accessing...
Client Settings
Last Updated: March 30, 2026The Settings – Client module is the administrative core for personalizing and configuring the ERPat system’s user interface and structural environment. It allows authorized users to tailor the workspace to specific business needs by managing dashboard layouts, sidebar visibility, and module access. Beyond aesthetics, this module serves as the primary hub for organizational security, facilitating the creation and management of...
Customer Settings
Last Updated: March 25, 2026Overview The Customer Settings Module is used to configure and customize the customer portal within the system. This module allows administrators to control how the customer interface appears and behaves when customers access the system. It includes features such as dashboard customization, menu configuration, and portal functionality settings. Through this module, administrators can design the customer dashboard by adding rows...
Vendor Settings
Last Updated: March 27, 2026OVERVIEW The Vendor section within the System Customization module provides administrators with a powerful toolkit to manage the visibility and accessibility of vendor-related features. This module allows you to tailor the user experience specifically for external partners, controlling everything from the sidebar navigation to global portal registration and security settings. Key Features Accessing the Vendor Settings STEPS Steps to Customize...