How to Access General Settings in Capexplan
Capexplan’s General Settings are crucial for aligning the system with your organization’s needs. This guide covers key areas such as user management, financial settings, workflow customization, integration options, and custom fields/templates.
General Settings
- From the dashboard, click the Administration menu.
- Within the Administration menu, select General Settings to access the various configuration options.
The General Settings in Capexplan encompass several critical components:
1. Basic Settings (Account)
- Global Dates Format: Configure important dates such as the fiscal year start and end dates.
- Cost of Capital: Set the cost of capital rate which is used in financial calculations and analysis.
- Currencies: Define the currencies used within the system. This includes setting the base currency and any additional currencies your organization operates with.
2. Organization Structure
- Company’s Org Chart: Create and maintain the organization’s structure. This involves defining the hierarchy, departments, and roles within your company.
- Add/Edit Organizational Units: Manage the various units and their relationships within the organization.
3. User Management
- Creation of Normal Users by Super Users: Super users can create and manage user accounts.
- Assign Roles and Permissions: Define user roles and assign appropriate permissions to control access to different parts of the system.
4. Approval Policies
- Define Approval Policies: Set up the approval workflows and policies for various requests. This includes specifying who needs to approve what types of requests and in what order.
- Edit Approval Policies: Modify existing policies to adapt to changing organizational needs.
5. Single Sign-On (SSO) and APIs
- SAML SSO Configuration: Configure Single Sign-On (SSO) using SAML to allow users to log in using their organizational credentials.
- API Integration: Set up and manage APIs for integrating Capexplan with other systems.
