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Settings Management

The Settings module provides a centralized interface for configuring global application behavior, integrations, and branding. Administrators can use this module to adjust system-wide configurations without needing to modify backend code.

SPS Customizations​

Below are the specific configuration tabs and functionalities built into the Settings module.

1. General​

Settings - General

The General tab allows administrators to configure fundamental application settings.

  • Timezone: A dropdown to set the default global timezone for the application, ensuring consistency in date and time representations across the system.

2. Safety Manuals​

Settings - Safety Manuals

The Safety Manuals tab focuses on customization and branding for generated manuals.

  • Terms & Conditions URL: A text field to specify the hyperlink to the terms and conditions policy.
  • Company Name Sample Value: A default placeholder for the company name used in templates.
  • Company Logo Sample Image: A file upload area (accepting .png, .jpg, or .jpeg) to set the default organizational logo on manuals.
  • Default Copyright Text (No Whitelabel): Allows administrators to define standard copyright phrasing (e.g., "Safety Procedure Systems") when white-labeling is not applied.

3. Zoho CRM​

Settings - Zoho CRM

The Zoho CRM tab configures the integration between the application and the external Zoho CRM platform.

  • Zoho Crm Integration Settings: Core credentials required for API connectivity.
    • Client Id and Client Secret
    • Generated Code
    • User Signature
  • New Lead - User requests a chapter sample: Configurations for routing leads generated from chapter sample requests.
    • Lead Source
    • Lead Owner
  • New Lead - New account abandons an order: Configurations for routing leads generated from abandoned orders.
    • Lead Source
    • Lead Owner

4. Catalogs​

Settings - Catalogs

The Catalogs tab is used to set default text for various catalog sections.

  • Chapters: Rich text editor for configuring the default Title and Description for the chapters catalog section.
  • Resources: Rich text editor for configuring the default Title and Description for the resources catalog section.

5. Invoice​

Settings - Invoice

The Invoice tab handles the billing and invoicing identity of the system.

  • Invoice Information:
    • Legal Name: The official company name to appear on generated invoices.
    • Address: A text area for the official billing address.

Developer Reference​

Core Backend Components​

  • Entities: Configuration values are typically stored in a settings table or JSON file and managed by a core Setting or ApplicationSettings entity.
  • Application Services: Services that handle the caching, retrieval, and updating of these settings to ensure they are propagated efficiently throughout the application without requiring a restart.
Last updated on by Manish Kumar