Administration Guide
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Short Description
Administration of MintHCM and basic settings
System Settings
In this section you can set up crucial configuration of your MintHCM instance
User Interface
Listview items per page - the number of records to display per page in the list view of each module.
Subpanel items per page - the number of records to display per page in supbanels.
Prevent user customizable Homepage layout - if selected, user are not able to change the homepage layout (including dashlet positions) according to their preferences
Prevent user customizable subpanel layout - if selected, user are not able to change subpanels order in modules.
Maximum number of MintHCM Dashlets on Homepage - the number of dashlets to display on homepage.
Show Full Names - display users' full names instead of their User Names in assignment fields.
Display server response times - it is displayed in bottom left corner of each page.
Display module icon as favicon - If you are in a module with an icon, use the module's icon as the favicon, instead of the theme's favicon, in the browser tab.
System Name - the name to be displayed on web browser tab
Minimum Dashlet Auto-Refresh Interval - This is the minimum value one can choose to have dashlets auto-refresh. Setting to 'Never' disables auto-refreshing of dashlets entirely.
Current Logo/Select Logo - logo to be displayed in the left corner of the footer of the MintHCM application. Click Choose file to upload a logo of your choice (i.e. company logo). File must be .png. or .jpg format. By default it is MintHCM logo.
Lead Conversion Options - several options regarding activities when it comes to lead conversion:
- Copy - Creates and relates copies of all of the Lead's activities to new records that are selected by the user during conversion. Copies are created for each of the selected records.
- Move - Moves all of the Lead's activities to a new record that is selected by the user during conversion.
- Do Nothing - Does nothing with the Lead's activities during conversion. The activities remain related to the Lead only.
Configure AJAX User Interface - enable or disable the use of the AJAX UI for specific modules.
Disable convert lead action for converted leads - if a lead has already been converted, enabling this option will remove the convert lead action.
Display actions within menus - select to display DetailView and subpanel actions within a dropdown menu. If un-selected, the actions will display as separate buttons.
- Enable inline editing on list view - select to enable Inline Editing for fields on the list view. If unselected Inline Editing will be disabled on list view.
- Enable inline editing on detail view - Select to enable Inline Editing for fields on the detail view. If unselected Inline Editing will be disabled on detail view.
Collapsed subpanels - if selected, subpanles in modules are collapsed. If not selected subanels are expanded.
The method of counting records in a subpanel - select a way to count records in subpanels.
Count - records are counted normally.
Not count - records are not counted.
Limited count - records are counted to a limit.
Proxy Settings
Use proxy server? - if selected, it expands configuration options of proxy server address and authentication settings.
Proxy Host - provide host name.
Port - provide port number.
Authentication? - if selected, expands proxy authentication options.
User Name - provide proxy user name.
Password - provide proxy password.
Click-To-Call
Enable click-to-call for phone numbers - if selected, allows users to click on phone numbers to call using the phone dialer on their mobile device, or a telephony app on computer (SkypeOut®, etc.). The numbers must be formatted properly to make use of this feature. That is, it must be "+" "The Country Code" "The Number", like +1 (555) 555-1234.
Advanced
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Validate user IP address - if selected users’ Ip is validated.
Log memory usage - if selected, memory usage is logged .
Log slow queries - if selected, slow database queries are logged.
Slow query time threshold (msec) - determine the time in milliseconds, after which query is regarded as slow.
Maximum upload size - determine maximum size of files to be uploaded.
Display stack trace of errors -
Developer Mode - enables developer mode. Caching is turned off, so that code changes to files are to be notice immediately.
vCal Updates Time Period - use this setting to determine the number of months in advance of the current date that Free/Busy information for calls and meetings is published. To turn Free/Busy publishing off, enter "0". The minimum is 1 month; the maximum is 12 months.
Import - Maximum Number of Rows - specify how many rows are allowed within import files. If the number of rows in an import file exceeds this number, the user will be alerted. If no number is entered, an unlimited number of rows are allowed.
Logger Settings
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Log File Name - choose log file name. By default it is minthcm.
Extension - choose log file extension. By default it is .log.
Append after filename - choose if log filename should contain a date in preferred format.
Maximum log size - determine maximum size of log file.
Default date format - determine date format used in log file By default it is %c, which means …..
Log Level - determine the level of bugs to be logged.
Maximum number of logs (before rolling) - determine maximum number of log files to be kept at once. After this number is reached, oldest files are removed for the sake of new logs.
View Log - redirects to the log file displayed form MintHCM level.
Locale
User Interface
Date Format - choose preferred date format.
Time Format - choose preferred time format.
Language - choose preferred system language.
Name Format - choose preferred name format.
System Currency
Currency - determine currency name.
Currency Symbol - determine currency symbol.
Currency sign on the right side - select, if currency symbol should be displayed after the amount.
ISO 4217 Currency Code - determine currency code specified in ISO 4217 standard.
1000s Separator - choose your thousandth separator. For example, if it is „ . ”, the number will look like this: 10.000.
Decimal Symbol - choose your decimal symbol. For example, if it is „ , ”, the number will look like this: 100,75.
Export Settings
Export Delimiter - choose delimiter separating data in export.
Default Character Set for Import and Export - choose character set.
Disable export - if selected, export of data impossible.
Admin export only - if selected, only the administrator can export data from the system.
Database Collation
Collation - choose your database collation.
Email Settings
Outgoing email configuration
Here you can configure the default outgoing mail server for sending email notifications, including workflow alerts.
"From" Name - determine the name to be used by MintHCM while sending an email. This field is required.
"From" Address - determine the address to be used by MintHCM while sending an email. This field is required.
Choose your Email provider - here you can choose your email provider by clicking on button with its name. There are some popular providers listed. Choosing one of them will preset some of the email settings. If you use other email provider choose „Other” and provide email settings manually .
SMTP Mail Server - determine your email server. Field is required.
SMTP Port - determine your email port. Field is required.
Enable SMTP over SSL or TLS? - choose email protocol.
Use SMTP Authentication - if selected, you will be asked to provide your email username and password.
Username - provide your email username (i.e. Test@example.com). Field is required.
Password - provide password to your email account, that matches username. Field is required.
Users may send as this account's identity - if selected, all users will be able to send emails using the same outgoing mail account used to send system notifications and alerts. If the option is not selected, users can still use the outgoing mail server, but only after providing their own account information.
Users may send as themselves - if selected, all users can send email using the outgoing mail server, using their own primary email address as the "From:" address. This feature might not work with SMTP servers that do not allow sending from a different email account than the server account.
Send test email - after email is configured, you can send test email to check if it works properly. It is recommended to do so.
Email options
Assignment Notifications - if selected, emails are sent to users when records are assigned to them.
Delete related notes & attachments with deleted Emails - if selected, every time an email is deleted all notes and attachments related to that email will be deleted as well.
Send notification from the email address of the assigning user - if selected, the assigning user's name and email address will be included in the From field of the email. This feature might not work with SMTP servers that do not allow sending from a different email account than the server account.
Opt In Settings - choose opt in settings.
Automatically Send Opt In Email -
Confirm Opt In Email Template - choose Opt In email template.
Email security settings
In this section you can choose tags, that should not be displayed in InboundEmail or displayed in the Emails module.