Before you begin scheduling, you'll want to ensure that your system's Settings are setup exactly how you require.

Note: All Free Trial accounts are set with system defaults.

In this article, we'll look into the following on your Celayix platform Settings:

Finding your Settings

About your Settings

Your Settings

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Your Settings are located on the Command strip on the left edge. It will appear as a gear icon.

Note: For the free trial, the Settings section comes pre-configured with standard settings. If you take a deeper dive, you'll be able to customize them to ensure you're platform is set up exactly as you'd like.

Let's find out what each section means.

Your Settings consist of four sections:

Let's take a look at each of your Settings sections.

Your Organization settings allow you to customize your platform by adding a company logo, purchasing more licenses and adjusting reference labels. The options are:

Security in Celayix works can either be simple defaults or complex settings. Your platform will allow you to define your Users (Admins) by Record access groups and Feature access groups, while your employees will be assigned to an Employee access group.

Here's a breakdown of what they mean.

Users (Admins)

Employees

Your Branch defaults allow you to confirm the defaults settings to ensure your platform operates and can be viewed exactly as you'd like. The options are:

Your Branch features allow you to turn features on/off and allow you to define the setup of them. The options are:

Note: Many of these features have been preconfigured in your free trial.

Now that you understand how to setup your platform, let's look at Celayix Free Trial: Managing employees.