Difference between revisions of "Configuration"

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{{DISPLAYTITLE:Configuration}}
 
{{DISPLAYTITLE:Configuration}}
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{{Breadcrumb|[[Main_Page|Home]] > Configuration|Administration}}
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{{Breadcrumb|[[Main_Page|Home]] > Configuration|Configuration}}
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{{Section|
 
{{Section|
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==Introduction==
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==[https://docs.hornbill.com/esp-config/getting-started/using-configuration Configuration]==
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Hornbill Configuration gives access to some of Hornbill's advanced features and settings. The different areas within Configuration are sensitive to your rights and each user will only see the options for which they have been granted access.
+
Hornbill [https://docs.hornbill.com/esp-config/getting-started/using-configuration Configuration] gives access to Hornbill's advanced features and settings. The different areas within [https://docs.hornbill.com/esp-config/getting-started/using-configuration Configuration] are sensitive to your rights and each user will only see the options for which they have been granted access.
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[[file:cogbutton.png|right|link=]]
 
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You can access Hornbill Configuration from the main Hornbill App using the URL ''<nowiki>https://live.hornbill.com/<instance-name>/</nowiki>''. To view the Configuration select the cog icon displayed at the bottom of the left hand menu bar, or use Ctrl+Shift+S on your keyboard.
 
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<br><br>
 
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==Search==
 
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The Configuration Search provides rapid access to all of the configurable features and settings.  The search is designed to query as you type, providing near instant access to the search results. The results will only include items based on the rights and roles of the user performing the search.
 
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[[File:searchconfig.png|link=]]
 
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===Using Search from the Keyboard===
 
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You can access the Configuration Search from anywhere within Hornbill using the keyboard shortcut Ctrl+Shift+S. Once you have entered search mode simply start typing and the most relevant search results will be returned as you type. Once you are presented with one or more search results, you can use the Up/Down arrow keys to highlight the search result of interest and press <return> to navigate to that item.
 
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===Search Help===
 
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Click on the [[File:searchhelp.png|link=]] to show a list of additional search options.  This includes prefixes that can be added to your search text in order to get more focused results.
 
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<br><br>
 
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==Browse==
 
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The Configuration Selector allows you to browse the different areas that can be configured.  When first opening Configuration, the view will default to '''My Personal Settings''' where a user can update and modify their profile.  The availability of other items in this list are determined by the rights and roles of the current user.
 
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<br><br>
 
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==System Configuration==
 
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===[[My Profile Settings|My Personal Settings]]===
 
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Personalize your Hornbill experience. Set your language preferences, configure your notifications and manage which devices are linked to your Hornbill account.
 
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[[File:MyPersonalSettingsConfig.png|border|link=My Profile Settings]]
 
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===[[System Administration|Platform Configuration]]===
 
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Platform Configuration gives you access to all the configuration settings for your Hornbill instance. Configure everything from setting up your Organizational structure including the users, departments, and teams that will be using Hornbill and their rights to what they can access down to setting up mailboxes, webhook integration, and the finite system settings.
 
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[[File:PlatformConfig.png|border|link=System Administration]]
 
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===[[Hornbill Solution Center]]===
 
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The Solution Center brings together all the information about your Hornbill.  Apps, subscriptions, what's new, what's available, what's coming, and more.
 
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[[File:SolutionCenter.png|border|link=Hornbill Solution Center]]
 
 
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{{rightBox|In this article|
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{{rightBox|Related Articles|
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:* [[#Search|Search]]
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:* [[Business Process Designer]]
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:* [[#Browse|Browse]]
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:* [[Intelligent Capture Designer]]
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:* [[#System Configuration|System Configuration]]
 
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:* [[#Application Configuration|Application Configuration]]
 
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}}
 
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{{RightBox|Related articles|
 
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:* [[Integration]]
 
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:* [[Applications]]
 
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:* [[Continuous Delivery]]
 
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}}
 
 
}}
 
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|}}
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==Application Configuration==
 
==Application Configuration==
 
{|cellspacing="10"  
 
{|cellspacing="10"  
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| style="width:250px; border:2px solid #AAA; padding:1em;" |  
 
| style="width:250px; border:2px solid #AAA; padding:1em;" |  
 
[[File:BoardManagerConfig.png|link=Board Manager Administration]]
 
[[File:BoardManagerConfig.png|link=Board Manager Administration]]
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| style="width:250px; border:2px solid #AAA; padding:1em;" |
 
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[[File:CustomerManagerConfig.png|link=Customer Manager Administration]]
 
 
| style="width:250px; border:2px solid #AAA; padding:1em;" |  
 
| style="width:250px; border:2px solid #AAA; padding:1em;" |  
 
[[File:DocumentManagerConfig.png|link=Document Manager Administration]]
 
[[File:DocumentManagerConfig.png|link=Document Manager Administration]]
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|-
 
 
| style="width:250px; border:2px solid #AAA; padding:1em;" |  
 
| style="width:250px; border:2px solid #AAA; padding:1em;" |  
 
[[File:LiveChatConfig.png|link=Live Chat Administration]]
 
[[File:LiveChatConfig.png|link=Live Chat Administration]]
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|-
 
| style="width:250px; border:2px solid #AAA; padding:1em;" |  
 
| style="width:250px; border:2px solid #AAA; padding:1em;" |  
 
[[File:ProjectManagerManagerConfig.png|link=Project Manager Administration]]  
 
[[File:ProjectManagerManagerConfig.png|link=Project Manager Administration]]  
 
| style="width:250px; border:2px solid #AAA; padding:1em;" |  
 
| style="width:250px; border:2px solid #AAA; padding:1em;" |  
 
[[File:ServiceManagerConfig.png|link=Service Manager Configuration]]
 
[[File:ServiceManagerConfig.png|link=Service Manager Configuration]]
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|-
 
 
| style="width:250px; border:2px solid #AAA; padding:1em;" |  
 
| style="width:250px; border:2px solid #AAA; padding:1em;" |  
 
[[File:itomconfigmenu.png|link=ITOM Administration]]
 
[[File:itomconfigmenu.png|link=ITOM Administration]]
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|-
 
| style="width:250px; border:2px solid #AAA; padding:1em;" |  
 
| style="width:250px; border:2px solid #AAA; padding:1em;" |  
 
[[File:SupplierManagerConfig.png|link=Supplier Manager Administration]]
 
[[File:SupplierManagerConfig.png|link=Supplier Manager Administration]]
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[[File:TimesheetManagerConfig.png|link=Timesheet Manager Administration]]
 
[[File:TimesheetManagerConfig.png|link=Timesheet Manager Administration]]
 
|}
 
|}
 +
==[[Hornbill Solution Center]]==
 +
The Solution Center brings together all the information about your Hornbill.  Apps, subscriptions, what's new, what's available, what's coming, and more.
 +
 +
[[File:SolutionCenter.png|border|link=Hornbill Solution Center]]
 +
 +
 +
[[Category:Configuration]]
 +
 +
<!--
 +
You can access Hornbill Configuration from the main Hornbill App using the URL ''<nowiki>https://live.hornbill.com/<instance-name>/</nowiki>''. To view the Configuration select the cog icon [[file:cogbutton.png|30px|link=]] displayed at the bottom of the left hand menu bar, or use Ctrl+Shift+S on your keyboard.
 +
<br><br>
 +
[[file:Configuration.mp4|800px]]
 +
<br><br>
 +
==Search==
 +
The Configuration Search provides rapid access to all of the configurable features and settings.  The search is designed to query as you type, providing near instant access to the search results. The results will only include items based on the rights and roles of the user performing the search.
 +
 +
[[File:searchconfig.png|link=]]
 +
===Using Search from the Keyboard===
 +
You can access the Configuration Search from anywhere within Hornbill using the keyboard shortcut Ctrl+Shift+S. Once you have entered search mode simply start typing and the most relevant search results will be returned as you type. Once you are presented with one or more search results, you can use the Up/Down arrow keys to highlight the search result of interest and press <return> to navigate to that item.
 +
===Search Help===
 +
Click on the [[File:searchhelp.png|link=]] to show a list of additional search options.  This includes prefixes that can be added to your search text in order to get more focused results.
 +
 +
==Browse==
 +
The Configuration Selector allows you to browse the different areas that can be configured.  When first opening Configuration, the view will default to '''My Personal Settings''' where a user can update and modify their profile.  The availability of other items in this list are determined by the rights and roles of the current user.
 +
 +
[[file:browseConfiguration.png|link=|border]]
 +
<br><br>
 +
{{TOP}}
 +
==System Configuration==
 +
===[[My Personal Settings]]===
 +
Personalize your Hornbill experience. Set your language preferences, configure your notifications and manage which devices are linked to your Hornbill account.
 +
 +
[[File:MyPersonalSettingsConfig.png|border|link=My Personal Settings]]
 +
 +
===[[Platform Configuration]]===
 +
Platform Configuration gives you access to all the configuration settings for your Hornbill instance. Configure everything from setting up your Organizational structure including the users, departments, and teams that will be using Hornbill and their rights to what they can access down to setting up mailboxes, webhook integration, and the finite system settings.
 +
 +
[[File:PlatformConfig.png|border|link=Platform Configuration]]
 +
-->

Latest revision as of 16:01, 22 November 2023

Home > Configuration Index

Configuration

Hornbill Configuration gives access to Hornbill's advanced features and settings. The different areas within Configuration are sensitive to your rights and each user will only see the options for which they have been granted access.

Application Configuration

BoardManagerConfig.png

DocumentManagerConfig.png

LiveChatConfig.png

ProjectManagerManagerConfig.png

ServiceManagerConfig.png

Itomconfigmenu.png

SupplierManagerConfig.png

TimesheetManagerConfig.png

Hornbill Solution Center

The Solution Center brings together all the information about your Hornbill. Apps, subscriptions, what's new, what's available, what's coming, and more.

SolutionCenter.png


Retrieved from "https://wiki.hornbill.com/index.php?title=Configuration&oldid=31627"