webBooks-System Configuration

This module is the first of three modules that are mandatory for the webBooks software to operate correctly. Inside this module you will find parameters that define how the software works and who needs to be contacted in the event that problems are encountered. For the most part, once this module is configured, you will most likely not return to it.

Tabs

Each module will contain several tabs that help group the various types of associated information. Below we will cover the details of each one currently available in the latest release of the module.

?

This tab is found in each module as the way to access helpful documentation and, when clicked, will load this wiki page for the module. Of course you can always go directly to our wiki and read through the entire software documentation.

General

Also found in most of the available extensions, this tab provides the general information associated with the module. Below you will find the details of each field available on the form.

• System Admin This listbox allows you to easily define the type of system administrator your business will use. Current values include 'Current Employee', 'Service Provider', and 'Vendor'. When you change the selected value in the list, the associated 'Name' value (see next bullet) will dynamically populate with the currently entered values.

Typically 'Current Employee' would be selected if your organization is large enough to have an existing staff member as your system administrator. If you have not created any employee accounts yet, you will find that the only value listed in the associated 'Name' listbox (see next bullet) will be the 'administrator'. As a result, you may want to at least create the employee account for this person before continuing.

Since webBooks was created for small and medium sized businesses, most likely the 'Service Provider' will be the value used since a third-party company will most likely handle all or various IT aspects of your business. Please note that if you have not supplied any information on the 'Providers' tab in the 'Business Configuration' module, the associated 'Name' listbox (see next bullet) will have no selectable values.

By using 'Vendor' as the selected value, you have most likely purchased a turnkey system including the webBooks software along with vendor-supplied hardware. In this situation, the vendor will most likely want to handle the support side to their equipment. This option will also have no selectable values for the associated 'Name' listbox (see next bullet) if you haven't filled out any information in the 'Vendors' tab of the 'Business Configuration' module.

• Name The contents of this listbox change dynamically based on the afore mentioned selection. Once you have selected one of the values in this listbox, all the associated information (Email, Phone, Extension, and Mobile Phone) will be populated. It is important to note that the information found in those textboxes are NOT editable! You will need to alter that information in the appropriate module (e.g. Employees, Business Configuration, etc).

• Email This textbox allows you to see and copy the email address of the system administrator currently used by your company.

• Phone & Extension Just as the name implies, these textboxes allow you to see and copy the phone number and optional extension number of your currently selected system administrator.

• Mobile Phone Note only will this show you the mobile phone number of your system admin, it also allows you to see the capabilities of their phone so you can have the possibility of more than one type of communication (e.g. verbal, text, email).

• Commerce URI

Groups

This tab does...

Buttons

Save

The only button available in the header of the 'General' tab, click this button once you have filled out all available fields to save your configuration. It is important to note that this ONLY saves information listed on this tab - no others!