Overview: The Firm > Settings screen in the Admin Centre allows users to enforce office security, managing user notifications, and configure office, client and user settings for your firm. Additionally in the same screen you can configure your default memo for exported journals
Accessing the Admin Centre
Navigate to the Active Platform home page.
Click on your name icon and press Admin Centre.
Click on Settings.
Changing firm settings
Once the 'Settings' button has been selected, the below screen will appear.
The following table details the fields for completion.
Field | Description | Validation |
Enforce office security (checkbox) | When ticked, users will only be able to see information (e.g. clients/contacts, binders, ledger files, jobs) allocated to the office(s) they are assigned to.
Contact the Business Fitness support team if you wish to disable this function. | Optional |
Send Product Welcome Emails when adding user licenses (checkbox) | When ticked, all users who are added to the Platform will receive Product Welcome Emails. If you do not want users to receive this email, please untick it. | Optional |
Firm Links | Firms are able to add their own links that appear in the user drop down menu.
Once selecting + Add Firm Link, a pop-up screen will appear here you must select the title, URL and location of the link. Once you have added the link, it will appear in the user dropdown menu when clicking on their profile picture. | Optional |
Office Settings | This allows users to select the default office for the firm and whether they wish to 'Disable Office Creation and Enable Field Locks'. This will generally be relevant when the firm is integrating with another system (e.g. XPM) to bring in the office data. You are able to select or unselect the locked fields based on the information in the old system. | Required |
User Settings | This allows users to 'Disable Office Creation and Enable Field Locks'. This will generally be relevant when the firm is integrating with another system (e.g. XPM) to bring in the office data. You are able to select or unselect the locked fields based on the information in the old system. | Optional |
Client Settings | This allows users to 'Disable Office Creation and Enable Field Locks'. This will generally be relevant when the firm is integrating with another system to bring in the office data. You are able to select or unselect the locked fields based on the information in the old system. | Optional |
Accounting Preferences | This allows you to specify a default description/narration/memo for journals that are exported back to your accounting source file from Active. | Optional |
Once satisfied with the details, click Save and Close.
Hint: If you have changed any of the default settings and wish to revert them back, select Revert to System Defaults.
