Working with Admin Settings
The Admin Settings area allows you to define or enable global settings according to the business needs of your organization. Admin Settings generally define system behavior for all users.
Admin Settings vs. User Preferences
Users can override the following Admin Settings from their Preferences pages:
- Date and time formats on the Admin Settings General page:
- Date and Time formats in Read-only mode
- Date and Time formats in Edit mode
- Time zone
- Search result settings on the Admin Settings General page:
- Number of results per page
- Number of columns of contact results per page
- What to do when there is only one record returned by a search
- User Interface page:
All appearance settings can be set by each user. For example, screen colors and fonts.
Admin settings include the following:
| Components | Description |
|---|---|
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This article explains how to identify the current version of your TeamConnect Enterprise license and review system update information. |
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| Admin Settings History | The Admin Settings History page allows you to record and track notes related to changes made in Admin Settings. |
| Approval Settings | This guide provides an overview of Approval Settings. The Approvals page is used to manage settings for approval requests and the My Approvals pages. |
| Calendar Settings | Calendar Settings allow TeamConnect Administrators to configure and integrate the calendar system with external sources, such as calendaring applications or directory services, to ensure synchronization, access, and authentication across platforms. |
| Connections Settings | The Connections page allows you to configure proxy authentication settings. This may be required for your application to connect to Mitratech’s server when accessing Available Updates, depending on your network configuration. |
| Document Settings | Document Settings enable TeamConnect Administrators to manage document version control, WebDAV file handling, and Network File System configurations for document management. This page outlines these settings and their available configuration options. |
| Email Settings | This guide provides an overview of Email Settings in TeamConnect. From this page, you can configure SMTP and IMAP server details for outgoing and incoming email notifications, set the TeamConnect IMAP server name and port, and define the TeamConnect login URL for email notifications. |
| General Admin Settings | The General Admin Settings page outlines key configuration options for TeamConnect administrators. Settings include document handling via applets (Designer area only), record locking behavior for concurrent edits, and WebIntelligence Single Sign-On for seamless report access without separate login credentials. |
| Invoices Settings | Invoices in TeamConnect represent bills submitted by outside counsel and vendors. You can customize user interaction with invoices by configuring the invoice system settings. |
| Item Selection and User Selection Options | The Item Selection and User Selection settings in Admin Settings > User Interface control how lookup table items and user records are selected—either via drop-down lists or search modules. These options help optimize performance and usability, especially when working with large data sets. Developers can override default selections for specific fields if needed. |
| Maintenance Settings | This guide explains how to configure Maintenance settings for planned system downtime. When set, TeamConnect becomes unavailable to end users. |
| Moving Action Buttons |
This topic outlines how to adjust the layout of the Action button column within TeamConnect to suit your interface preferences or workflow needs. |
| Notification Settings |
Notification Settings allow you to customize email templates triggered by specific actions in TeamConnect. Notifications can be set for all objects, custom objects, or specific system/custom objects. Users need appropriate rights to manage templates, and custom objects must exist before defining object-specific templates. |
| Regions and Localization |
TeamConnect offers localization options to support multiple languages and regions. You can customize the user interface, date/time formats, and currency display. The Admin Settings Region page sets default locale preferences, while the Locale Manager tool allows you to manage locales and upload translations for UI elements. Note: Numbers are displayed in Western Arabic numerals. Updates to localization keys in TeamConnect 5.0 are detailed in the online help.
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| Reporting Settings | The Reporting page lets you configure limits for report outputs. You can set the maximum number of search results for export and printing in Tabular View, and define the maximum number of data points displayed in Chart View. |
| Search Results Settings | This page outlines settings for configuring how search results and search parameters are displayed and managed for your team in TeamConnect. |
| Security Settings | This page details admin security settings in TeamConnect, including user password policies and user authentication configuration. |
| Setting up the User Interface |
This page explains how to configure the User Interface settings from Admin Settings. It includes step-by-step instructions and field descriptions. Changes take effect automatically for users after saving. |
| TeamConnect (TC) modules version information and environment details sharing with Mitratech |
This is a step-by-step guide for gathering Environmental Information for a TeamConnect instance, outlining the specific details required for system assessment or support. |
| TeamConnect IMAP Settings |
This guide provides an overview of TeamConnect Enterprise IMAP Settings. The IMAP Server enables users to sync email and folders from their email client with TeamConnect Project records. Note: These settings are not available in TeamConnect® Express. |
| User Interface Settings |
This page outlines the configuration and customization of the user interface in TeamConnect. For information on Custom Color profiles, their implementation, and the related LESS files, refer to Color Profile Administration below.
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