What's in Global Settings
Introduction
Administrators use Global Settings to configure fundamental aspects of their partner program, managing applications, portal settings, and fiscal periods.
Manage Modules
Administrators use this section in Global Settings to view, configure, and control UPM modules, enabling or disabling components to tailor platform functionality for partners.
Application Settings
Administrators use this module to globally manage system-wide settings, controlling UPM behavior across all modules for consistent application and streamlined maintenance.
View an Application Setting
Administrators use this feature to view and manage global application settings that control various platform behaviors, affecting all UPM users and partners.
Add/Edit an Application Setting
Administrators use application settings to manage and fine-tune global configuration parameters without code changes, impacting platform behavior across modules.
View Portal Settings
Administrators use the Portal Settings module to configure partner portal behavior, including feature enablement and content display rules, ensuring the portal aligns with program requirements.
View a Portal Setting
Administrators use this feature to view and manage global portal settings that control platform functionalities and integrations, impacting all partners and modules.
Add/Edit a Portal Setting
Administrators manage global portal settings to control features like DocuSign and data visibility, impacting all partners; changes immediately affect the entire platform.
Manage Search Settings
Administrators manage the platform's global search settings, defining searchable modules and entities, to ensure relevant search results for all users.
View a Search Setting
Administrators manage and view global search settings for platform modules, ensuring efficient data retrieval and consistent configuration across the system.
Add/Edit a Search Setting
Administrators manage global search settings by defining searchable modules and zones to optimize user information discovery and retrieval.
View Fiscal Years
Administrators define and manage fiscal years for financial reporting and planning across the platform, setting start and end dates for accurate data segmentation and analysis.
View A Fiscal Year
Administrators define and manage fiscal years for financial reporting and planning within the platform, ensuring consistent financial periodization.
Add/Edit A Fiscal Year
Administrators define and manage fiscal years for financial reporting and performance tracking, ensuring all financial data aligns with the organization's accounting periods.
View Quarters
Administrators define and manage fiscal quarters within Global Settings to ensure consistent financial period definitions across the UPM for accurate reporting and planning.
View a Quarter
Administrators manage fiscal quarters for financial planning, defining them, setting MDF due dates, and assigning Read Only or Read/Write user/group access, ensuring data security and audit trails.
Add/Edit a Quarter
Administrators define and manage fiscal quarters for financial planning, reporting, and managing time-bound activities including MDF programs.
View Currencies
Administrators use the Currencies module to manage various currencies, including ISO codes and conversion rates, to ensure accurate financial calculations.
View a Currency
Administrators view and manage all supported currencies, their ISO codes, symbols, and conversion rates, ensuring accurate global financial transactions.
Add/Edit a Currency
Administrators manage global currencies by defining names, ISO codes, symbols, and conversion rates, with only one currency set as the base currency.