Admin and settings
Config holds the setup screens. Most people never open it. The ones who do should understand that changes here affect everyone and change how new jobs are priced.
What is in Config
Section titled “What is in Config”| Screen | Route | Controls |
|---|---|---|
| Users | config/user |
Accounts and sign in |
| Roles | config/role |
Permissions |
| Groups | config/group |
Collections of users |
| Companies | config/companies |
Your trading names and logos |
| Third party companies | config/third_party_companies |
Other organisations |
| Internationalization | config/internationalization |
Languages and translations |
| Profile window configuration | config/profile_window_configuration |
Profile systems |
| Hardware window configuration | config/hardware_window_configuration |
Hardware |
| Flynet window configuration | config/flynet_window_configuration |
Flynets |
| Glass | config/glass |
Glass units and prices |
| Window layouts | config/window_layout |
Layouts offered to designers |
| Cost configuration | config/cost_configuration |
Rates behind every price |
| App settings | config/app_settings |
Grid defaults |
Users, roles and groups are covered in Users and roles. The window and glass configurations are covered in Loading profile systems. Cost configuration is covered in Pricing and suppliers.
Internationalization
Section titled “Internationalization”The application ships with a translation layer, and Config, Internationalization is where languages are managed, with the usual add, view and update pattern.
App settings
Section titled “App settings”App settings control list behaviour, not company details:
- Default view
- Default density
- Page size
- Page size options
Activity logs
Section titled “Activity logs”Most areas have their own Activity logs screen: leads, projects, production, inventory, accounts and to dos. Use them when you need to know what changed on a record and who changed it.
There is no single system wide audit screen. You look in the area the record belongs to.
Saved filters
Section titled “Saved filters”Lists support saved filters through a filter view. Set up the filters your team uses most and save them, so nobody rebuilds the same filter daily.
Change control
Section titled “Change control”A short set of habits that avoids most self inflicted problems:
- Change cost configuration deliberately. It sits behind every cost sheet. Quote a test job before and after so you can see what moved.
- Retire rather than delete. Configurations have a Status, products have Archived, and users have Active. Deleting breaks the link from old records.
- Keep one default per combination. More than one profile configuration marked Default for the same system, type and colour makes the choice on a new design unpredictable.
- Set the company on everything. Work orders, gate passes, products and invoices all carry one, and it decides which logo prints.
- Keep Config access small. Two administrators is usually right. Everyone else gets a role without Config.